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
301
$10K ﹤0.01%
87
302
$9K ﹤0.01%
50
303
$9K ﹤0.01%
+85
304
$9K ﹤0.01%
+30
305
$8K ﹤0.01%
+75
306
$8K ﹤0.01%
121
307
$8K ﹤0.01%
+300
308
$8K ﹤0.01%
200
309
$7K ﹤0.01%
+85
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$7K ﹤0.01%
100
311
$7K ﹤0.01%
50
-10
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$7K ﹤0.01%
+30
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$6K ﹤0.01%
113
+100
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$6K ﹤0.01%
100
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$6K ﹤0.01%
99
316
$6K ﹤0.01%
+35
317
$6K ﹤0.01%
190
+10
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$6K ﹤0.01%
+75
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$6K ﹤0.01%
200
320
$6K ﹤0.01%
200
321
$6K ﹤0.01%
124
322
$6K ﹤0.01%
70
-500
323
$6K ﹤0.01%
73
324
$5K ﹤0.01%
35
325
$5K ﹤0.01%
+22
11 12
13
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