AIA

Arrow Investment Advisors Portfolio holdings

AUM $103M
1-Year Est. Return 7.95%
This Quarter Est. Return
1 Year Est. Return
+7.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$21.4M
3 +$20.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$19.1M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$12.9M

Sector Composition

1 Energy 2.68%
2 Materials 1.23%
3 Consumer Discretionary 1.15%
4 Consumer Staples 1.01%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-164,179
77
-257,083
78
-339,830
79
-601,063
80
-186,544
81
-429,954
82
-491,078
83
-22,081
84
-905,065