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
$829M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.85M
3
+$6.64M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$8.48M
2
+$2.28M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.2%
2 Financials 9.27%
3 Healthcare 5.58%
4 Consumer Discretionary 3.84%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.4K ﹤0.01%
1,485
227
$31.4K ﹤0.01%
285
228
$31.1K ﹤0.01%
801
229
$30K ﹤0.01%
335
230
$28.7K ﹤0.01%
1,750
231
$28.4K ﹤0.01%
390
232
$28.4K ﹤0.01%
300
233
$28.3K ﹤0.01%
500
234
$27.9K ﹤0.01%
249
235
$27.8K ﹤0.01%
1,780
236
$27K ﹤0.01%
746
237
$26.5K ﹤0.01%
128
238
$25.2K ﹤0.01%
220
239
$25.1K ﹤0.01%
285
-15
240
$24.9K ﹤0.01%
735
241
$24.3K ﹤0.01%
350
242
$24K ﹤0.01%
60
243
$23.8K ﹤0.01%
232
244
$23.3K ﹤0.01%
360
245
$21.7K ﹤0.01%
600
246
$20.7K ﹤0.01%
122
247
$20.1K ﹤0.01%
160
248
$20.1K ﹤0.01%
120
249
$20K ﹤0.01%
45
250
$19.3K ﹤0.01%
146
8 9
10
11 12