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
$964M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$5.97M
3
+$4.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.74M

Top Sells

1
+$11M
2
+$3.38M
3
+$1.39M
4
UNH icon
UnitedHealth
UNH
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.3%
2 Financials 9.7%
3 Healthcare 4.42%
4 Consumer Discretionary 3.58%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.6K ﹤0.01%
86
277
$12.2K ﹤0.01%
1,125
278
$11.9K ﹤0.01%
25
279
$11.5K ﹤0.01%
100
280
$11.5K ﹤0.01%
776
281
$11K ﹤0.01%
75
282
$11K ﹤0.01%
100
283
$10.8K ﹤0.01%
375
-500
284
$10.1K ﹤0.01%
100
285
$10K ﹤0.01%
40
-12
286
$9.93K ﹤0.01%
150
287
$9.46K ﹤0.01%
300
288
$9.17K ﹤0.01%
100
289
$8.74K ﹤0.01%
252
290
$7.7K ﹤0.01%
500
291
$7.37K ﹤0.01%
200
-600
292
$7.03K ﹤0.01%
121
293
$6.55K ﹤0.01%
1,000
294
$6.09K ﹤0.01%
35
295
$5.65K ﹤0.01%
8
+5
296
$5.6K ﹤0.01%
70
297
$5.47K ﹤0.01%
100
298
$5.22K ﹤0.01%
236
299
$4.87K ﹤0.01%
+100
300
$4.85K ﹤0.01%
34
-16
10 11
12
13 14