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
$1.05B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.37M
3
+$4.81M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.51M
5
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.72M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$8.89M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.96M

Sector Composition

1 Technology 11.45%
2 Financials 9.99%
3 Healthcare 3.75%
4 Consumer Discretionary 3.61%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
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