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
301
$4.74K ﹤0.01%
+60
302
$4.53K ﹤0.01%
100
303
$4.49K ﹤0.01%
1,000
304
$4.43K ﹤0.01%
20
305
$4.39K ﹤0.01%
+13
306
$4.35K ﹤0.01%
382
-157
307
$4.17K ﹤0.01%
+54
308
$4.01K ﹤0.01%
+15
309
$3.86K ﹤0.01%
33
310
$3.84K ﹤0.01%
345
311
$3.84K ﹤0.01%
110
312
$3.83K ﹤0.01%
110
313
$3.76K ﹤0.01%
+9
314
$3.7K ﹤0.01%
100
315
$3.59K ﹤0.01%
100
316
$3.45K ﹤0.01%
20
317
$3.41K ﹤0.01%
+21
318
$3.34K ﹤0.01%
200
319
$3.29K ﹤0.01%
+250
320
$3.15K ﹤0.01%
700
-1
321
$3.07K ﹤0.01%
83
-600
322
$3.06K ﹤0.01%
46
323
$3.02K ﹤0.01%
49
-63
324
$2.96K ﹤0.01%
74
325
$2.61K ﹤0.01%
+100
11 12
13
14 15