KATIE SMITH
@Arlington Capital Management, Inc.
Latest period2024 - Q3ReportedManaged Assets$121.503MTotal holdings85
Assets growth rate5.54%Assets growth rate (2-Q avg)0.64%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Arlington Capital Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 85 positions.
Assets under management
The assets under management (AUM) of Arlington Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 121.503M in assets, with a quarterly growth rate of 5.54% and a 2-quarter average growth rate of 0.64%. The portfolio is managed by KATIE SMITH, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VRTVertiv Holdings Co
| 0.9% | $1.087M 10,924 shares@ $99.5 avg price | Increased 6.07% |
TFJLInnovator Etfs Trust
| 0.84% | $1.019M 48,370 shares@ $21.06 avg price | Increased 14.64% |
INTCIntel Corp
| 0.81% | $980,393 41,790 shares@ $23.46 avg price | Increased 4.37% |
DDominion Energy Inc
| 0.8% | $968,560 16,760 shares@ $57.79 avg price | Increased 1.96% |
EUEncore Energy Corp
| 0.74% | $897,021 222,035 shares@ $4.04 avg price | Increased 2.62% |
EFVIshares Tr
| 0.73% | $879,806 15,293 shares@ $57.53 avg price | Increased 12.54% |
RABrookfield Real Assets Incom
| 0.72% | $869,950 63,500 shares@ $13.7 avg price | Increased 16.45% |
OXLCOxford Lane Cap Corp
| 0.71% | $856,955 163,541 shares@ $5.25 avg price | Increased 15.2% |
DNNDenison Mines Corp
| 0.67% | $807,381 441,192 shares@ $1.83 avg price | Increased 3.16% |
AMZNAmazon Com Inc
| 0.64% | $767,680 4,120 shares@ $186.34 avg price | Increased 0.71% |