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
251
$22K ﹤0.01%
390
252
$22K ﹤0.01%
175
253
$22K ﹤0.01%
350
254
$22K ﹤0.01%
146
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$21K ﹤0.01%
1,750
256
$21K ﹤0.01%
120
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$20K ﹤0.01%
600
258
$19K ﹤0.01%
200
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$19K ﹤0.01%
300
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$19K ﹤0.01%
240
261
$19K ﹤0.01%
850
262
$18K ﹤0.01%
1,578
263
$18K ﹤0.01%
300
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$18K ﹤0.01%
175
265
$17K ﹤0.01%
400
266
$16K ﹤0.01%
365
267
$16K ﹤0.01%
380
268
$15K ﹤0.01%
44
269
$15K ﹤0.01%
396
270
$15K ﹤0.01%
1,500
271
$15K ﹤0.01%
150
272
$14K ﹤0.01%
812
273
$14K ﹤0.01%
216
274
$14K ﹤0.01%
215
-26
275
$13K ﹤0.01%
776