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
$836M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17M
3
+$14.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M

Top Sells

1
+$20.7M
2
+$8.98M
3
+$2.73M
4
MDT icon
Medtronic
MDT
+$2.1M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 13.17%
2 Technology 11.36%
3 Healthcare 6.58%
4 Consumer Discretionary 4.94%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
100
-40
327
$5K ﹤0.01%
25
328
$5K ﹤0.01%
+20
329
$5K ﹤0.01%
236
330
$5K ﹤0.01%
+22
331
$5K ﹤0.01%
35
332
$4K ﹤0.01%
150
333
$4K ﹤0.01%
36
-36
334
$4K ﹤0.01%
+38
335
$4K ﹤0.01%
176
336
$4K ﹤0.01%
500
337
$4K ﹤0.01%
45
338
$3K ﹤0.01%
46
-3,840
339
$3K ﹤0.01%
25
340
$3K ﹤0.01%
+10
341
$3K ﹤0.01%
83
342
$3K ﹤0.01%
+35
343
$3K ﹤0.01%
+75
344
$3K ﹤0.01%
59
345
$2K ﹤0.01%
+33
346
$2K ﹤0.01%
33
347
$2K ﹤0.01%
+92
348
$2K ﹤0.01%
14
349
– –
0
350
$1K ﹤0.01%
50
11 12 13
14
15