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
$686M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$849K
3
+$715K
4
CRM icon
Salesforce
CRM
+$184K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$146K

Top Sells

1
+$3.09M
2
+$1.55M
3
+$1.08M
4
INTC icon
Intel
INTC
+$866K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$505K

Sector Composition

1 Financials 13.28%
2 Technology 9.92%
3 Healthcare 6.88%
4 Consumer Discretionary 4.69%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
812
277
$12K ﹤0.01%
150
278
$12K ﹤0.01%
52
279
$12K ﹤0.01%
1,000
280
$12K ﹤0.01%
225
281
$12K ﹤0.01%
450
282
$12K ﹤0.01%
44
283
$11K ﹤0.01%
216
284
$11K ﹤0.01%
700
+100
285
$11K ﹤0.01%
75
286
$10K ﹤0.01%
360
287
$10K ﹤0.01%
85
288
$10K ﹤0.01%
25
289
$9K ﹤0.01%
1,110
290
$9K ﹤0.01%
87
291
$9K ﹤0.01%
88
+71
292
$9K ﹤0.01%
100
293
$8K ﹤0.01%
20
294
$8K ﹤0.01%
150
295
$8K ﹤0.01%
300
296
$7K ﹤0.01%
200
297
$7K ﹤0.01%
121
298
$7K ﹤0.01%
50
299
$6K ﹤0.01%
73
300
$6K ﹤0.01%
100
10 11
12
13 14