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
$964M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$5.97M
3 +$4.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.74M

Top Sells

1 +$11M
2 +$3.38M
3 +$1.39M
4
UNH icon
UnitedHealth
UNH
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.3%
2 Financials 9.7%
3 Healthcare 4.42%
4 Consumer Discretionary 3.58%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$22.8K ﹤0.01%
232
252
$21.8K ﹤0.01%
180
253
$21.2K ﹤0.01%
500
254
$21K ﹤0.01%
250
255
$19.9K ﹤0.01%
1,100
+100
256
$19.6K ﹤0.01%
120
257
$19K ﹤0.01%
150
258
$18.4K ﹤0.01%
39
-6
259
$17.6K ﹤0.01%
150
260
$17.4K ﹤0.01%
400
261
$16.9K ﹤0.01%
216
262
$16.6K ﹤0.01%
122
263
$16.5K ﹤0.01%
1,000
264
$15.9K ﹤0.01%
396
265
$15.4K ﹤0.01%
100
266
$15.3K ﹤0.01%
365
267
$15.2K ﹤0.01%
1,057
+245
268
$14.9K ﹤0.01%
1,500
269
$14.5K ﹤0.01%
250
270
$14.4K ﹤0.01%
200
271
$13.9K ﹤0.01%
165
272
$13.8K ﹤0.01%
85
273
$13.6K ﹤0.01%
200
274
$13.1K ﹤0.01%
670
275
$12.7K ﹤0.01%
25