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
51
$3.86M 0.52%
18,646
-48
52
$3.66M 0.5%
25,870
-600
53
$3.59M 0.49%
75,918
-468
54
$3.52M 0.48%
40,502
+5,423
55
$3.42M 0.46%
19,058
-359
56
$3.38M 0.46%
14,114
-301
57
$3.32M 0.45%
30,210
-533
58
$3.1M 0.42%
13,187
+455
59
$3.06M 0.42%
11,615
+6
60
$2.95M 0.4%
38,562
+476
61
$2.9M 0.39%
18,469
+2,675
62
$2.82M 0.38%
39,138
-151
63
$2.7M 0.37%
+70,934
64
$2.68M 0.36%
81,535
+2,415
65
$2.66M 0.36%
7,644
-135
66
$2.65M 0.36%
181,710
+15,070
67
$2.61M 0.35%
22,622
-601
68
$2.5M 0.34%
53,623
+1,377
69
$2.39M 0.32%
31,201
-34
70
$2.32M 0.31%
7,860
-842
71
$2.28M 0.31%
13,086
-27
72
$2.15M 0.29%
8,660
-203
73
$2.14M 0.29%
17,234
+613
74
$2.14M 0.29%
21,565
-728
75
$2.04M 0.28%
26,230
-1,219
1 2
3
4 5