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
126
$488K 0.07%
6,548
-146
127
$485K 0.07%
5,958
+1,047
128
$456K 0.06%
19,180
+3,660
129
$455K 0.06%
4,730
130
$440K 0.06%
5,033
-246
131
$435K 0.06%
9,053
-122
132
$421K 0.06%
3,862
133
$385K 0.05%
9,901
+150
134
$368K 0.05%
5,449
-110
135
$354K 0.05%
826
-49
136
$354K 0.05%
6,977
-50
137
$340K 0.05%
4,125
+1,950
138
$315K 0.04%
810
139
$311K 0.04%
6,781
140
$305K 0.04%
7,385
-175
141
$297K 0.04%
611
-60
142
$282K 0.04%
3,370
143
$262K 0.04%
3,226
+1,000
144
$260K 0.04%
4,969
145
$257K 0.03%
3,974
146
$247K 0.03%
9,791
+1,797
147
$247K 0.03%
9,857
+1,815
148
$246K 0.03%
9,333
+1,725
149
$246K 0.03%
9,540
+1,770
150
$245K 0.03%
9,684
+1,798
4 5
6
7 8