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
$340M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$14.2M
3 +$11.2M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M

Sector Composition

1 Energy 2.75%
2 Real Estate 1.64%
3 Consumer Discretionary 0.6%
4 Industrials 0.52%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-41,100
77
-99,581
78
-38,036
79
-48,808
80
-296,699
81
-16,462