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
326
$2.59K ﹤0.01%
53
327
$2.52K ﹤0.01%
33
328
$2.52K ﹤0.01%
+29
329
$2.27K ﹤0.01%
+26
330
$2.27K ﹤0.01%
29
-16
331
$2.08K ﹤0.01%
50
332
$1.97K ﹤0.01%
+10
333
$1.78K ﹤0.01%
+4
334
$1.59K ﹤0.01%
+13
335
$1.4K ﹤0.01%
15
336
$1.37K ﹤0.01%
+15
337
$1.33K ﹤0.01%
43
-139
338
$1.17K ﹤0.01%
3
339
$882 ﹤0.01%
50
340
$875 ﹤0.01%
+100
341
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342
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343
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29
344
$245 ﹤0.01%
17
345
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66
346
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18
347
$125 ﹤0.01%
6
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348
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0
349
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350
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-36,053
11 12 13
14
15