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
$433M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$324K
3
+$77.4K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$59.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$58.9K

Top Sells

1
+$1.99M
2
+$953K
3
+$777K
4
AMZN icon
Amazon
AMZN
+$741K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$621K

Sector Composition

1 Financials 25.6%
2 Technology 10.39%
3 Healthcare 10.22%
4 Industrials 8.66%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
880
277
$11K ﹤0.01%
+100
278
$11K ﹤0.01%
122
279
$11K ﹤0.01%
1,052
280
$11K ﹤0.01%
1,000
281
$11K ﹤0.01%
100
-60
282
$11K ﹤0.01%
200
283
$10K ﹤0.01%
200
284
$10K ﹤0.01%
280
+80
285
$10K ﹤0.01%
150
-50
286
$10K ﹤0.01%
210
287
$10K ﹤0.01%
540
288
$9K ﹤0.01%
125
289
$9K ﹤0.01%
132
290
$9K ﹤0.01%
235
291
$9K ﹤0.01%
150
292
$8K ﹤0.01%
65
293
$8K ﹤0.01%
86
294
$8K ﹤0.01%
300
-355
295
$8K ﹤0.01%
150
296
$8K ﹤0.01%
301
297
$8K ﹤0.01%
150
298
$8K ﹤0.01%
200
299
$7K ﹤0.01%
100
300
$7K ﹤0.01%
100
10 11
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