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
$836M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17M
3
+$14.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M

Top Sells

1
+$20.7M
2
+$8.98M
3
+$2.73M
4
MDT icon
Medtronic
MDT
+$2.1M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 13.17%
2 Technology 11.36%
3 Healthcare 6.58%
4 Consumer Discretionary 4.94%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K ﹤0.01%
116
252
$26K ﹤0.01%
90
-5
253
$25K ﹤0.01%
390
254
$25K ﹤0.01%
+323
255
$25K ﹤0.01%
350
256
$25K ﹤0.01%
+50
257
$25K ﹤0.01%
205
258
$24K ﹤0.01%
175
-125
259
$24K ﹤0.01%
120
260
$24K ﹤0.01%
1,500
261
$24K ﹤0.01%
360
262
$23K ﹤0.01%
400
263
$23K ﹤0.01%
249
264
$22K ﹤0.01%
+200
265
$21K ﹤0.01%
500
266
$20K ﹤0.01%
320
267
$19K ﹤0.01%
240
268
$18K ﹤0.01%
200
269
$18K ﹤0.01%
+833
270
$18K ﹤0.01%
397
-92
271
$18K ﹤0.01%
330
+240
272
$18K ﹤0.01%
812
273
$18K ﹤0.01%
+300
274
$17K ﹤0.01%
300
275
$17K ﹤0.01%
450
9 10
11
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