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
$829M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.85M
3
+$6.64M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$8.48M
2
+$2.28M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.2%
2 Financials 9.27%
3 Healthcare 5.58%
4 Consumer Discretionary 3.84%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17.9K ﹤0.01%
400
252
$17.3K ﹤0.01%
300
253
$16.9K ﹤0.01%
1,000
+100
254
$16.7K ﹤0.01%
216
255
$16.7K ﹤0.01%
175
256
$16.5K ﹤0.01%
150
257
$15.7K ﹤0.01%
396
258
$15.1K ﹤0.01%
200
259
$14.7K ﹤0.01%
197
-35
260
$14.6K ﹤0.01%
1,500
261
$14.6K ﹤0.01%
670
262
$14.3K ﹤0.01%
165
-996
263
$13.4K ﹤0.01%
240
264
$12.7K ﹤0.01%
52
265
$12.6K ﹤0.01%
1,083
-495
266
$12.5K ﹤0.01%
250
267
$12.3K ﹤0.01%
776
268
$12.3K ﹤0.01%
44
269
$12K ﹤0.01%
25
270
$11.6K ﹤0.01%
365
271
$11.2K ﹤0.01%
85
272
$11.1K ﹤0.01%
1,110
273
$9.55K ﹤0.01%
100
274
$8.92K ﹤0.01%
1,000
275
$8.59K ﹤0.01%
252
9 10
11
12 13