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
$482M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$4.25M
3 +$533K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$527K
5
TXN icon
Texas Instruments
TXN
+$307K

Top Sells

1 +$1.41M
2 +$1.22M
3 +$1.11M
4
V icon
Visa
V
+$790K
5
MSFT icon
Microsoft
MSFT
+$588K

Sector Composition

1 Financials 21.88%
2 Technology 12.28%
3 Healthcare 9.81%
4 Consumer Discretionary 7.67%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$14K ﹤0.01%
200
-100
277
$12K ﹤0.01%
540
278
$12K ﹤0.01%
100
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$12K ﹤0.01%
234
280
$11K ﹤0.01%
1,052
281
$11K ﹤0.01%
360
282
$11K ﹤0.01%
100
283
$10K ﹤0.01%
160
284
$10K ﹤0.01%
+100
285
$9K ﹤0.01%
100
286
$9K ﹤0.01%
398
287
$8K ﹤0.01%
200
288
$8K ﹤0.01%
121
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$8K ﹤0.01%
100
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$8K ﹤0.01%
100
291
$7K ﹤0.01%
44
-34
292
$6K ﹤0.01%
+171
293
$6K ﹤0.01%
87
294
$6K ﹤0.01%
100
295
$6K ﹤0.01%
+73
296
$5K ﹤0.01%
126
297
$5K ﹤0.01%
55
298
$5K ﹤0.01%
300
299
$5K ﹤0.01%
50
300
$5K ﹤0.01%
20