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
$767M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$6.1M
3
+$4.79M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.31M

Top Sells

1
+$4.31M
2
+$1.65M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$839K

Sector Composition

1 Technology 11.63%
2 Financials 11.48%
3 Healthcare 6.11%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19.5K ﹤0.01%
600
252
$18.3K ﹤0.01%
1,578
253
$18.1K ﹤0.01%
120
254
$17.7K ﹤0.01%
400
255
$17.7K ﹤0.01%
175
256
$17.3K ﹤0.01%
776
257
$17.3K ﹤0.01%
360
258
$16.7K ﹤0.01%
900
+200
259
$15.9K ﹤0.01%
200
260
$15.9K ﹤0.01%
240
261
$15.8K ﹤0.01%
232
-1,096
262
$15.6K ﹤0.01%
396
263
$15.5K ﹤0.01%
1,500
264
$15.2K ﹤0.01%
150
265
$15.1K ﹤0.01%
300
266
$14.6K ﹤0.01%
670
-180
267
$14.5K ﹤0.01%
216
268
$13.7K ﹤0.01%
250
-50
269
$12.7K ﹤0.01%
185
-30
270
$12.4K ﹤0.01%
52
271
$12.3K ﹤0.01%
365
272
$12.2K ﹤0.01%
315
+232
273
$11.8K ﹤0.01%
85
274
$11.7K ﹤0.01%
87
275
$11.5K ﹤0.01%
25
9 10
11
12 13