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
$433M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$324K
3 +$77.4K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$59.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$58.9K

Top Sells

1 +$1.99M
2 +$953K
3 +$777K
4
AMZN icon
Amazon
AMZN
+$741K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$621K

Sector Composition

1 Financials 25.6%
2 Technology 10.39%
3 Healthcare 10.22%
4 Industrials 8.66%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
56
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328
$1K ﹤0.01%
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$0 ﹤0.01%
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