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
201
$64K 0.01%
378
202
$63K 0.01%
1,495
203
$62K 0.01%
375
204
$60K 0.01%
751
205
$55K 0.01%
761
206
$53K 0.01%
1,555
+80
207
$53K 0.01%
1,058
-10
208
$52K 0.01%
1,082
209
$52K 0.01%
625
210
$52K 0.01%
1,260
211
$51K 0.01%
540
+200
212
$50K 0.01%
2,285
+1,075
213
$48K 0.01%
342
214
$48K 0.01%
950
215
$48K 0.01%
1,670
216
$47K 0.01%
475
217
$46K 0.01%
750
218
$46K 0.01%
680
219
$46K 0.01%
1,535
220
$45K 0.01%
82
221
$45K 0.01%
105
222
$43K 0.01%
600
223
$42K 0.01%
775
224
$42K 0.01%
75
225
$41K 0.01%
558