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
301
$3.92K ﹤0.01%
54
302
$3.77K ﹤0.01%
200
303
$3.69K ﹤0.01%
45
304
$3.37K ﹤0.01%
6
305
$3.35K ﹤0.01%
+100
306
$3.12K ﹤0.01%
8
307
$3.06K ﹤0.01%
46
308
$3.02K ﹤0.01%
33
309
$2.22K ﹤0.01%
+16
310
$2.08K ﹤0.01%
16
311
$2.05K ﹤0.01%
+50
312
$2.01K ﹤0.01%
14
313
$1.79K ﹤0.01%
33
314
$1.23K ﹤0.01%
43
315
$1.1K ﹤0.01%
3
316
$861 ﹤0.01%
50
317
$743 ﹤0.01%
100
318
$654 ﹤0.01%
10
319
$626 ﹤0.01%
29
320
$354 ﹤0.01%
17
-3
321
$266 ﹤0.01%
20
322
$236 ﹤0.01%
66
323
$170 ﹤0.01%
18
324
– –
0
325
– –
-185
10 11 12
13
14