AF
Arrow Financial Portfolio holdings
AUM
$950M
This Quarter Return
+5.89%
1 Year Return
+12.15%
3 Year Return
+52.94%
5 Year Return
+86.42%
10 Year Return
+238.09%
AUM
$1.08B
AUM Growth
+$1.08B
(+5.5%)
Cap. Flow
-$805K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.08%
Holding
350
New
14
Increased
67
Reduced
114
Closed
10
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$4.64M |
| 2 |
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
$3.79M |
| 3 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
$868K |
| 4 |
SPDR S&P Homebuilders ETF
XHB
|
$707K |
| 5 |
Arrow Financial
AROW
|
$665K |
Top Sells
Sector Composition
| 1 | Technology | 10.79% |
| 2 | Financials | 9.65% |
| 3 | Healthcare | 4.2% |
| 4 | Consumer Discretionary | 3.42% |
| 5 | Communication Services | 3.19% |
