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%
33
327
$1K ﹤0.01%
29
328
$1K ﹤0.01%
13
329
$1K ﹤0.01%
50
330
– –
-285,251
331
– –
-20,015
332
– –
-750
333
– –
-1,270
334
$0 ﹤0.01%
18
335
– –
-176
336
$0 ﹤0.01%
66
337
$0 ﹤0.01%
20
-600
338
– –
-100
339
– –
0
340
– –
-300
341
– –
-10
10 11 12 13
14