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
$788M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.52M
3
+$1.45M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Top Sells

1
+$3.29M
2
+$2.54M
3
+$2.26M
4
PSX icon
Phillips 66
PSX
+$2.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.42M

Sector Composition

1 Financials 15.87%
2 Technology 11.25%
3 Healthcare 6.72%
4 Consumer Discretionary 5.78%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
200
277
$14K ﹤0.01%
450
278
$14K ﹤0.01%
58
279
$13K ﹤0.01%
100
280
$13K ﹤0.01%
+52
281
$12K ﹤0.01%
200
282
$12K ﹤0.01%
50
283
$12K ﹤0.01%
85
-600
284
$12K ﹤0.01%
150
285
$11K ﹤0.01%
50
286
$10K ﹤0.01%
44
287
$10K ﹤0.01%
500
288
$10K ﹤0.01%
100
289
$9K ﹤0.01%
510
290
$9K ﹤0.01%
132
+32
291
$9K ﹤0.01%
87
292
$9K ﹤0.01%
73
293
$8K ﹤0.01%
163
-26
294
$8K ﹤0.01%
+34
295
$8K ﹤0.01%
99
296
$7K ﹤0.01%
121
297
$7K ﹤0.01%
+72
298
$7K ﹤0.01%
221
-430
299
$7K ﹤0.01%
234
300
$7K ﹤0.01%
204
10 11
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