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
$836M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17M
3
+$14.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M

Top Sells

1
+$20.7M
2
+$8.98M
3
+$2.73M
4
MDT icon
Medtronic
MDT
+$2.1M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 13.17%
2 Technology 11.36%
3 Healthcare 6.58%
4 Consumer Discretionary 4.94%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.01%
250
227
$43K 0.01%
104
228
$41K ﹤0.01%
250
229
$41K ﹤0.01%
+100
230
$39K ﹤0.01%
75
-14
231
$38K ﹤0.01%
180
+100
232
$38K ﹤0.01%
285
233
$37K ﹤0.01%
801
234
$37K ﹤0.01%
1,485
235
$37K ﹤0.01%
82
236
$35K ﹤0.01%
795
237
$35K ﹤0.01%
1,780
238
$34K ﹤0.01%
340
-92
239
$34K ﹤0.01%
1,750
240
$34K ﹤0.01%
600
241
$34K ﹤0.01%
345
242
$31K ﹤0.01%
+804
243
$31K ﹤0.01%
1,270
244
$29K ﹤0.01%
776
245
$28K ﹤0.01%
600
-100
246
$27K ﹤0.01%
122
247
$27K ﹤0.01%
250
+80
248
$27K ﹤0.01%
232
249
$26K ﹤0.01%
60
250
$26K ﹤0.01%
210
8 9
10
11 12