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
$686M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$849K
3
+$715K
4
CRM icon
Salesforce
CRM
+$184K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$146K

Top Sells

1
+$3.09M
2
+$1.55M
3
+$1.08M
4
INTC icon
Intel
INTC
+$866K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$505K

Sector Composition

1 Financials 13.28%
2 Technology 9.92%
3 Healthcare 6.88%
4 Consumer Discretionary 4.69%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K ﹤0.01%
249
252
$21K ﹤0.01%
1,210
253
$20K ﹤0.01%
300
254
$20K ﹤0.01%
175
255
$20K ﹤0.01%
350
256
$20K ﹤0.01%
45
257
$20K ﹤0.01%
116
258
$19K ﹤0.01%
390
259
$19K ﹤0.01%
160
-70
260
$18K ﹤0.01%
600
261
$17K ﹤0.01%
300
262
$17K ﹤0.01%
240
263
$16K ﹤0.01%
200
264
$16K ﹤0.01%
1,578
265
$16K ﹤0.01%
850
266
$15K ﹤0.01%
400
267
$15K ﹤0.01%
776
268
$15K ﹤0.01%
175
269
$14K ﹤0.01%
300
270
$14K ﹤0.01%
396
271
$14K ﹤0.01%
300
272
$14K ﹤0.01%
365
273
$14K ﹤0.01%
380
-612
274
$14K ﹤0.01%
1,247
-240
275
$13K ﹤0.01%
812
9 10
11
12 13