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
$733M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$6.4M
3 +$6.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.35M

Sector Composition

1 Financials 13.26%
2 Technology 10.29%
3 Healthcare 6.92%
4 Consumer Discretionary 4.38%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$36K ﹤0.01%
260
227
$36K ﹤0.01%
250
228
$35K ﹤0.01%
600
229
$35K ﹤0.01%
+263
230
$35K ﹤0.01%
345
231
$34K ﹤0.01%
75
232
$34K ﹤0.01%
100
233
$34K ﹤0.01%
104
234
$33K ﹤0.01%
340
235
$31K ﹤0.01%
180
236
$31K ﹤0.01%
230
237
$31K ﹤0.01%
801
238
$31K ﹤0.01%
775
239
$30K ﹤0.01%
122
240
$30K ﹤0.01%
1,485
241
$30K ﹤0.01%
1,270
242
$29K ﹤0.01%
1,780
243
$28K ﹤0.01%
210
244
$25K ﹤0.01%
232
245
$24K ﹤0.01%
220
-250
246
$24K ﹤0.01%
500
247
$23K ﹤0.01%
1,750
248
$23K ﹤0.01%
60
249
$23K ﹤0.01%
116
250
$23K ﹤0.01%
+1,210