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
$788M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.52M
3
+$1.45M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Top Sells

1
+$3.29M
2
+$2.54M
3
+$2.26M
4
PSX icon
Phillips 66
PSX
+$2.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.42M

Sector Composition

1 Financials 15.87%
2 Technology 11.25%
3 Healthcare 6.72%
4 Consumer Discretionary 5.78%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.01%
240
227
$43K 0.01%
950
228
$42K 0.01%
735
229
$41K 0.01%
909
+133
230
$41K 0.01%
+104
231
$40K 0.01%
290
-32
232
$40K 0.01%
630
233
$39K ﹤0.01%
1,485
234
$38K ﹤0.01%
725
-50
235
$38K ﹤0.01%
295
236
$37K ﹤0.01%
335
237
$37K ﹤0.01%
1,780
238
$36K ﹤0.01%
400
239
$35K ﹤0.01%
300
-250
240
$35K ﹤0.01%
+547
241
$35K ﹤0.01%
97
242
$34K ﹤0.01%
795
243
$33K ﹤0.01%
500
244
$31K ﹤0.01%
249
-51
245
$30K ﹤0.01%
801
246
$30K ﹤0.01%
222
+17
247
$29K ﹤0.01%
95
248
$28K ﹤0.01%
390
249
$28K ﹤0.01%
400
250
$27K ﹤0.01%
489
8 9
10
11 12