AF

Arrow Financial Portfolio holdings

AUM $978M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.31M
3
+$4.12M
4
APH icon
Amphenol
APH
+$2.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.41M

Top Sells

1
+$7.14M
2
+$5.13M
3
+$3.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.49M

Sector Composition

1 Financials 14.11%
2 Technology 9.96%
3 Healthcare 6.95%
4 Consumer Discretionary 4.06%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
250
227
$39K 0.01%
260
228
$37K 0.01%
271
229
$37K 0.01%
110
+10
230
$36K ﹤0.01%
210
231
$36K ﹤0.01%
565
232
$35K ﹤0.01%
735
233
$34K ﹤0.01%
180
234
$34K ﹤0.01%
801
235
$33K ﹤0.01%
285
236
$33K ﹤0.01%
104
237
$31K ﹤0.01%
1,485
238
$30K ﹤0.01%
160
239
$30K ﹤0.01%
122
240
$30K ﹤0.01%
430
-30
241
$29K ﹤0.01%
220
242
$29K ﹤0.01%
249
243
$28K ﹤0.01%
300
-35
244
$27K ﹤0.01%
500
245
$26K ﹤0.01%
1,780
246
$26K ﹤0.01%
128
+12
247
$25K ﹤0.01%
232
248
$24K ﹤0.01%
60
249
$23K ﹤0.01%
300
250
$23K ﹤0.01%
45
8 9
10
11 12