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
301
$6K ﹤0.01%
100
302
$6K ﹤0.01%
100
303
$6K ﹤0.01%
100
304
$6K ﹤0.01%
150
305
$5K ﹤0.01%
70
306
$5K ﹤0.01%
133
307
$5K ﹤0.01%
124
-331
308
$5K ﹤0.01%
53
309
$5K ﹤0.01%
22
310
$5K ﹤0.01%
620
311
$5K ﹤0.01%
99
312
$5K ﹤0.01%
25
313
$5K ﹤0.01%
50
314
$4K ﹤0.01%
50
315
$4K ﹤0.01%
200
316
$4K ﹤0.01%
180
317
$4K ﹤0.01%
35
318
$4K ﹤0.01%
236
319
$4K ﹤0.01%
100
320
$3K ﹤0.01%
176
321
$3K ﹤0.01%
38
322
$3K ﹤0.01%
83
323
$3K ﹤0.01%
25
324
$3K ﹤0.01%
33
325
$3K ﹤0.01%
46