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
$836M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$17M
3 +$14.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M

Top Sells

1 +$20.7M
2 +$8.98M
3 +$2.73M
4
MDT icon
Medtronic
MDT
+$2.1M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 13.17%
2 Technology 11.36%
3 Healthcare 6.58%
4 Consumer Discretionary 4.94%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$16K ﹤0.01%
735
277
$16K ﹤0.01%
1,578
278
$15K ﹤0.01%
175
-35
279
$14K ﹤0.01%
+75
280
$14K ﹤0.01%
700
281
$14K ﹤0.01%
66
282
$14K ﹤0.01%
150
283
$13K ﹤0.01%
+262
284
$13K ﹤0.01%
365
-300
285
$13K ﹤0.01%
85
286
$13K ﹤0.01%
100
287
$13K ﹤0.01%
52
288
$12K ﹤0.01%
510
289
$12K ﹤0.01%
500
290
$12K ﹤0.01%
900
291
$12K ﹤0.01%
25
292
$12K ﹤0.01%
20
+10
293
$12K ﹤0.01%
+1,000
294
$12K ﹤0.01%
1,086
295
$11K ﹤0.01%
210
+60
296
$11K ﹤0.01%
44
297
$11K ﹤0.01%
150
-85
298
$11K ﹤0.01%
200
299
$11K ﹤0.01%
100
300
$10K ﹤0.01%
53