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
176
$102K 0.01%
654
177
$101K 0.01%
886
178
$95K 0.01%
672
-42
179
$94K 0.01%
1,131
180
$90K 0.01%
275
181
$90K 0.01%
310
-5
182
$88K 0.01%
864
183
$85K 0.01%
335
184
$85K 0.01%
1,328
185
$83K 0.01%
675
186
$78K 0.01%
500
187
$78K 0.01%
1,670
188
$77K 0.01%
1,370
189
$76K 0.01%
1,428
-100
190
$74K 0.01%
2,122
191
$72K 0.01%
270
-10
192
$71K 0.01%
1,065
193
$70K 0.01%
35
194
$70K 0.01%
753
195
$70K 0.01%
1,014
-10
196
$70K 0.01%
739
197
$70K 0.01%
2,184
198
$70K 0.01%
1,625
199
$69K 0.01%
394
200
$66K 0.01%
1,700
6 7
8
9 10