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
76
$1.91M 0.26%
10,199
-162
77
$1.87M 0.25%
9,396
-1,035
78
$1.86M 0.25%
21,893
-77
79
$1.85M 0.25%
7,729
+521
80
$1.78M 0.24%
28,005
+320
81
$1.62M 0.22%
6,844
82
$1.62M 0.22%
6,700
-604
83
$1.6M 0.22%
13,587
+476
84
$1.6M 0.22%
19,279
+146
85
$1.57M 0.21%
17,710
-500
86
$1.55M 0.21%
39,472
-25,067
87
$1.51M 0.21%
11,812
-605
88
$1.4M 0.19%
10,311
-485
89
$1.39M 0.19%
8,388
-1,388
90
$1.37M 0.19%
16,403
-179
91
$1.33M 0.18%
18,509
+1,305
92
$1.32M 0.18%
3,800
-1,300
93
$1.26M 0.17%
11,961
+2,001
94
$1.25M 0.17%
7,749
-91
95
$1.23M 0.17%
5,299
-40
96
$1.13M 0.15%
25,817
+167
97
$1.11M 0.15%
32,395
-535
98
$1.1M 0.15%
59,681
+38,091
99
$1.1M 0.15%
9,893
-415
100
$1.09M 0.15%
15,297
-1,547