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
$964M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$5.97M
3
+$4.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.74M

Top Sells

1
+$11M
2
+$3.38M
3
+$1.39M
4
UNH icon
UnitedHealth
UNH
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.3%
2 Financials 9.7%
3 Healthcare 4.42%
4 Consumer Discretionary 3.58%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.2K ﹤0.01%
484
-98
227
$38.4K ﹤0.01%
82
228
$35.3K ﹤0.01%
320
+35
229
$34.8K ﹤0.01%
582
-33
230
$34.5K ﹤0.01%
249
231
$32.9K ﹤0.01%
68
-36
232
$32.7K ﹤0.01%
1,750
233
$32.5K ﹤0.01%
540
234
$32.2K ﹤0.01%
390
235
$32.1K ﹤0.01%
1,485
236
$31.8K ﹤0.01%
262
+1
237
$30.8K ﹤0.01%
735
238
$30.2K ﹤0.01%
300
239
$29.4K ﹤0.01%
801
240
$29.1K ﹤0.01%
210
241
$28K ﹤0.01%
360
242
$27.5K ﹤0.01%
122
-16
243
$25K ﹤0.01%
350
244
$25K ﹤0.01%
110
245
$24.4K ﹤0.01%
160
246
$24.3K ﹤0.01%
51
-9
247
$23.9K ﹤0.01%
361
248
$23.6K ﹤0.01%
166
-105
249
$23.3K ﹤0.01%
175
250
$23.3K ﹤0.01%
258
-77
8 9
10
11 12