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
$1.08B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.79M
3
+$868K
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$707K
5
AROW icon
Arrow Financial
AROW
+$665K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.1M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$1.84M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M

Sector Composition

1 Technology 10.79%
2 Financials 9.65%
3 Healthcare 4.2%
4 Consumer Discretionary 3.42%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.3K ﹤0.01%
35
-40
302
$7.04K ﹤0.01%
70
303
$6.97K ﹤0.01%
236
304
$6.56K ﹤0.01%
40
+14
305
$6.43K ﹤0.01%
336
306
$5.76K ﹤0.01%
100
307
$5.75K ﹤0.01%
34
308
$5.36K ﹤0.01%
1,000
309
$5.26K ﹤0.01%
35
310
$5.06K ﹤0.01%
49
311
$4.99K ﹤0.01%
20
312
$4.93K ﹤0.01%
100
313
$4.47K ﹤0.01%
5
314
$4.27K ﹤0.01%
600
-400
315
$4.05K ﹤0.01%
100
316
$3.73K ﹤0.01%
110
317
$3.42K ﹤0.01%
20
318
$2.96K ﹤0.01%
100
-200
319
$2.8K ﹤0.01%
+27
320
$2.73K ﹤0.01%
50
321
$2.38K ﹤0.01%
20
322
$2.37K ﹤0.01%
100
323
$2.22K ﹤0.01%
50
324
$1.92K ﹤0.01%
200
325
$1.76K ﹤0.01%
50
10 11 12
13
14