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
$788M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.52M
3 +$1.45M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Top Sells

1 +$3.29M
2 +$2.54M
3 +$2.26M
4
PSX icon
Phillips 66
PSX
+$2.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.42M

Sector Composition

1 Financials 15.87%
2 Technology 11.25%
3 Healthcare 6.72%
4 Consumer Discretionary 5.78%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
50
327
-425
328
$0 ﹤0.01%
18
329
$0 ﹤0.01%
1
330
-380
331
$0 ﹤0.01%
1
332
-1,535
333
$0 ﹤0.01%
1
334
-160
335
-435