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
$686M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$849K
3
+$715K
4
CRM icon
Salesforce
CRM
+$184K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$146K

Top Sells

1
+$3.09M
2
+$1.55M
3
+$1.08M
4
INTC icon
Intel
INTC
+$866K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$505K

Sector Composition

1 Financials 13.28%
2 Technology 9.92%
3 Healthcare 6.88%
4 Consumer Discretionary 4.69%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
565
-35
227
$34K 0.01%
180
228
$33K ﹤0.01%
285
229
$33K ﹤0.01%
600
230
$32K ﹤0.01%
104
231
$31K ﹤0.01%
210
232
$31K ﹤0.01%
271
233
$31K ﹤0.01%
100
234
$31K ﹤0.01%
1,270
235
$30K ﹤0.01%
801
236
$30K ﹤0.01%
250
237
$30K ﹤0.01%
335
-10
238
$29K ﹤0.01%
340
239
$29K ﹤0.01%
122
240
$28K ﹤0.01%
1,485
241
$28K ﹤0.01%
460
-215
242
$25K ﹤0.01%
220
243
$25K ﹤0.01%
1,780
244
$24K ﹤0.01%
60
245
$24K ﹤0.01%
500
246
$23K ﹤0.01%
232
247
$22K ﹤0.01%
146
248
$22K ﹤0.01%
90
249
$22K ﹤0.01%
1,750
250
$22K ﹤0.01%
120
8 9
10
11 12