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
$829M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.85M
3
+$6.64M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$8.48M
2
+$2.28M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.2%
2 Financials 9.27%
3 Healthcare 5.58%
4 Consumer Discretionary 3.84%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.55K ﹤0.01%
75
277
$8.22K ﹤0.01%
73
278
$7.5K ﹤0.01%
812
279
$7.11K ﹤0.01%
121
280
$7.04K ﹤0.01%
200
281
$6.91K ﹤0.01%
150
282
$6.53K ﹤0.01%
+150
283
$6.4K ﹤0.01%
100
284
$6.08K ﹤0.01%
50
285
$5.79K ﹤0.01%
13
-5
286
$5.77K ﹤0.01%
50
287
$5.74K ﹤0.01%
35
288
$5.61K ﹤0.01%
158
-157
289
$5.43K ﹤0.01%
70
290
$5.4K ﹤0.01%
50
291
$5.39K ﹤0.01%
430
-5
292
$5.04K ﹤0.01%
124
293
$5.01K ﹤0.01%
133
294
$4.83K ﹤0.01%
+112
295
$4.83K ﹤0.01%
100
296
$4.53K ﹤0.01%
100
297
$4.46K ﹤0.01%
236
298
$4.16K ﹤0.01%
400
299
$4.1K ﹤0.01%
53
300
$4.07K ﹤0.01%
100
10 11
12
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