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
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$6K ﹤0.01%
50
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$4K ﹤0.01%
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-12
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38
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10
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$2K ﹤0.01%
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320
$2K ﹤0.01%
20
-5
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$2K ﹤0.01%
43
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$2K ﹤0.01%
14
323
$1K ﹤0.01%
24
-156
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$1K ﹤0.01%
100
325
$1K ﹤0.01%
3