QVM

Arrow QVM Equity Factor ETF
AUM$5.1M
Expense Ratio0.65%
NAV$20.56
Holdings50
InceptionFeb 23, 2015

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

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Dividend Yield

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Expense Ratio

0.65%

AUM

$5.1M

Shares Outstanding

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Sector Breakdown

SectorWeight %
Financial Services25.80%
Consumer Cyclical20.59%
Industrials15.72%
Technology14.39%
Healthcare9.49%
Consumer Defensive5.37%
Basic Materials3.69%
Communication Services3.21%
Real Estate0.88%
Energy0.86%

Country Allocation

CountryWeight %
United States87.51%
Canada6.32%
Ireland2.54%
Bermuda2.25%
Other1.38%

Fund Information

Inception Date
Feb 23, 2015
Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the price and yield performance of AI Quality Value Momentum Index. The fund generally will invest at least 80% of its total assets in common stocks and exchange-traded funds (“ETFs”) that invest in common stocks that comprise the AI Quality Value Momentum Index. The index selects investments pursuant to a proprietary Tri-Factor™ methodology that seeks to identify the components with the strongest fundamental performance characteristics.

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The Arrow QVM Equity Factor ETF (QVM) is an exchange-traded fund that launched on Feb 23, 2015. It currently manages $5.1M in assets under management. The fund charges an expense ratio of 0.65%. The fund holds 50 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 25.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1TGTTarget Corporation2.75%55,274$7.5M
2AAPLApple Inc.2.62%52,530$7.1M
3CMICummins Inc.2.60%52,293$7.1M
4NOCNorthrop Grumman Corporation2.60%52,319$7.1M
5LRCXLam Research Corporation2.57%51,504$7.0M
6HDThe Home Depot, Inc.2.56%51,378$7.0M
7STXSeagate Technology Holdings plc2.54%50,916$6.9M
8LMTLockheed Martin Corporation2.52%50,544$6.9M
9BBYBest Buy Co., Inc.2.30%46,311$6.3M
10CDWCDW Corporation2.29%46,009$6.3M
11TRTNTriton International Limited2.25%45,210$6.1M
12RYRoyal Bank of Canada2.24%45,163$6.1M
13GNTXGentex Corporation2.21%44,442$6.0M
14CECelanese Corporation2.20%44,314$6.0M
15OSKOshkosh Corporation2.18%43,811$6.0M

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
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Moving Averages

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50-Day MA

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200-Day MA

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Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

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Annual Dividend

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Frequency

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Last Ex-Date

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Dividends

No dividend data available for this ETF.

Category Comparison

MetricQVMFinancial Services(780 ETFs)Artificial Intelligence(60 ETFs)
Fund Info
Expense Ratio0.65%0.67%0.82%
AUM$5.1M$3.06B$339.7M
Dividend Yield4.52%4.45%
Avg VolumeN/A1.4M128.7K
Holdings5027746
Performance
1-Month Return-3.78%-2.52%
6-Month Return+3.45%+3.64%
YTD Return+1.56%-0.03%
1-Year Return+16.03%+32.54%

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