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
$788M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.52M
3
+$1.45M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Top Sells

1
+$3.29M
2
+$2.54M
3
+$2.26M
4
PSX icon
Phillips 66
PSX
+$2.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.42M

Sector Composition

1 Financials 15.87%
2 Technology 11.25%
3 Healthcare 6.72%
4 Consumer Discretionary 5.78%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K ﹤0.01%
210
252
$27K ﹤0.01%
110
+5
253
$26K ﹤0.01%
122
254
$25K ﹤0.01%
291
255
$25K ﹤0.01%
+1,345
256
$23K ﹤0.01%
80
257
$23K ﹤0.01%
232
+32
258
$23K ﹤0.01%
295
-300
259
$22K ﹤0.01%
400
260
$22K ﹤0.01%
45
-30
261
$21K ﹤0.01%
100
262
$20K ﹤0.01%
350
263
$20K ﹤0.01%
60
264
$20K ﹤0.01%
120
265
$20K ﹤0.01%
565
266
$19K ﹤0.01%
235
267
$19K ﹤0.01%
1,578
268
$19K ﹤0.01%
240
269
$18K ﹤0.01%
700
270
$18K ﹤0.01%
1,500
271
$18K ﹤0.01%
100
272
$18K ﹤0.01%
1,260
+14
273
$18K ﹤0.01%
250
274
$17K ﹤0.01%
812
275
$15K ﹤0.01%
320
9 10
11
12 13