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
326
$1K ﹤0.01%
13
327
$1K ﹤0.01%
50
328
$1K ﹤0.01%
100
329
$1K ﹤0.01%
24
-156
330
-10
331
-300
332
0
333
-100
334
$0 ﹤0.01%
20
-600
335
$0 ﹤0.01%
66
336
-176
337
$0 ﹤0.01%
18
338
-1,270
339
-750
340
-20,015
341
-285,251