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
151
$243K 0.03%
2,400
152
$240K 0.03%
5,812
-65
153
$237K 0.03%
1,399
154
$235K 0.03%
955
155
$224K 0.03%
2,300
156
$219K 0.03%
1,500
157
$186K 0.03%
2,371
-32
158
$169K 0.02%
1,640
159
$164K 0.02%
1,650
160
$151K 0.02%
6,638
+450
161
$149K 0.02%
860
-10
162
$148K 0.02%
1,724
-830
163
$144K 0.02%
809
164
$139K 0.02%
1,328
165
$131K 0.02%
1,580
166
$130K 0.02%
1,020
167
$128K 0.02%
1,191
168
$127K 0.02%
1,634
-75
169
$125K 0.02%
565
-15
170
$119K 0.02%
2,330
171
$118K 0.02%
2,605
-300
172
$118K 0.02%
307
173
$118K 0.02%
556
174
$116K 0.02%
10,000
175
$113K 0.02%
3,250
5 6
7
8 9