Arlington Capital Management, Inc. Buys Taiwan Semiconductor Manufacturing Co, Phillips 66, Tsakos Energy Navigation, Sells Deutsche X-trackers Harvest CSI 300 China A-Shares, Floor & Decor Holdings Inc, JinkoSolar Holding Co

• New Purchases: TSM, PSX, TNP, VLO, NMM, SPY, VUG, ETV, IEMG, UMC, IJH, MDYG,
• Added Positions: BZH, KBH, LSCC, BLDR, CVCO, NOW, IRT, ENPH, MTH, NCV, FIV, SEDG, JRO, NSL, NML, PHK, EFL, JEMD, NCZ, BSL, BGIO, CBH,
• Reduced Positions: ITB, TAN, IGV, PHO, SLV, GLD, ARWR, EAD, CII, ARCC, NTG, FEI, JLS, JHB, TEI, EFR, FPL, EFT, JPI, JCO, DHY, HIE, EHT,
• Sold Out: ASHR, FND, JKS, AZPN, EMD, FFC, JHD,

For the details of Arlington Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/arlington+capital+management%2C+inc./current-portfolio/portfolio

1. iShares U.S. Home Construction ETF (ITB) - 528,038 shares, 20.59% of the total portfolio. Shares reduced by 16.42%
2. Invesco Solar ETF (TAN) - 580,382 shares, 15.69% of the total portfolio. Shares reduced by 17.46%
3. iShares North American Tech-Software ETF (IGV) - 56,617 shares, 11.58% of the total portfolio. Shares reduced by 17.99%
4. Invesco Water Resources ETF (PHO) - 319,207 shares, 10.83% of the total portfolio. Shares reduced by 17.8%
5. SPDR Gold Trust (GLD) - 56,655 shares, 7.11% of the total portfolio. Shares reduced by 13.71%

Arlington Capital Management, Inc. initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $46.43 and $59.23, with an estimated average price of $53.22. The stock is now traded at around $56.20. The impact to a portfolio due to this purchase was 1.08%. The holding were 21,193 shares as of .

Arlington Capital Management, Inc. initiated holding in Phillips 66. The purchase prices were between $98.24 and $119.7, with an estimated average price of $112.57. The stock is now traded at around $90.33. The impact to a portfolio due to this purchase was 0.89%. The holding were 9,074 shares as of .

Arlington Capital Management, Inc. initiated holding in Tsakos Energy Navigation Ltd. The purchase prices were between $2.85 and $4.36, with an estimated average price of $3.68. The stock is now traded at around $2.81. The impact to a portfolio due to this purchase was 0.81%. The holding were 211,602 shares as of .

Arlington Capital Management, Inc. initiated holding in Valero Energy Corp. The purchase prices were between $82.8 and $101.4, with an estimated average price of $94.69. The stock is now traded at around $84.04. The impact to a portfolio due to this purchase was 0.8%. The holding were 9,702 shares as of .

Arlington Capital Management, Inc. initiated holding in Navios Maritime Partners LP. The purchase prices were between $16.85 and $20.98, with an estimated average price of $18.66. The stock is now traded at around $12.10. The impact to a portfolio due to this purchase was 0.67%. The holding were 40,770 shares as of .

Arlington Capital Management, Inc. initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $332.20. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,490 shares as of .

Arlington Capital Management, Inc. added to a holding in Beazer Homes USA Inc by 184.10%. The purchase prices were between $14.06 and $16.39, with an estimated average price of $15.16. The stock is now traded at around $13.34. The impact to a portfolio due to this purchase was 0.72%. The holding were 89,620 shares as of .

Arlington Capital Management, Inc. added to a holding in KB Home by 46.42%. The purchase prices were between $32.54 and $36.8, with an estimated average price of $34.56. The stock is now traded at around $38.11. The impact to a portfolio due to this purchase was 0.4%. The holding were 41,856 shares as of .

Arlington Capital Management, Inc. added to a holding in Lattice Semiconductor Corp by 49.55%. The purchase prices were between $18.01 and $20.71, with an estimated average price of $19.22. The stock is now traded at around $18.72. The impact to a portfolio due to this purchase was 0.36%. The holding were 64,508 shares as of .

Arlington Capital Management, Inc. added to a holding in Builders FirstSource Inc by 39.48%. The purchase prices were between $20.11 and $25.92, with an estimated average price of $24. The stock is now traded at around $24.53. The impact to a portfolio due to this purchase was 0.34%. The holding were 53,269 shares as of .

Arlington Capital Management, Inc. added to a holding in ServiceNow Inc by 44.45%. The purchase prices were between $220.01 and $286.88, with an estimated average price of $264.22. The stock is now traded at around $341.06. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,296 shares as of .

Arlington Capital Management, Inc. added to a holding in Cavco Industries Inc by 45.56%. The purchase prices were between $188.26 and $206.21, with an estimated average price of $196.11. The stock is now traded at around $228.76. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,109 shares as of .

Arlington Capital Management, Inc. sold out a holding in Deutsche X-trackers Harvest CSI 300 China A-Shares. The sale prices were between $26.55 and $29.64, with an estimated average price of $27.97.

Arlington Capital Management, Inc. sold out a holding in Floor & Decor Holdings Inc. The sale prices were between $42.63 and $51.07, with an estimated average price of $46.9.

Arlington Capital Management, Inc. sold out a holding in JinkoSolar Holding Co Ltd. The sale prices were between $14.28 and $22.98, with an estimated average price of $17.59.

Arlington Capital Management, Inc. sold out a holding in Aspen Technology Inc. The sale prices were between $113.36 and $125.94, with an estimated average price of $119.63.

Arlington Capital Management, Inc. sold out a holding in Western Asset Emg Markets Debt Fund Inc. The sale prices were between $13.76 and $14.27, with an estimated average price of $13.98.

Arlington Capital Management, Inc. sold out a holding in Flaherty & Crumrine Preferred Securities Income Fu. The sale prices were between $20.86 and $21.85, with an estimated average price of $21.39.