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
$1.01B
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$5.31M
3 +$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$979K

Top Sells

1 +$8.33M
2 +$6.85M
3 +$3.73M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M
5
ADBE icon
Adobe
ADBE
+$1.32M

Sector Composition

1 Technology 10.51%
2 Financials 9.24%
3 Healthcare 4.47%
4 Consumer Discretionary 3.53%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$620 ﹤0.01%
66
327
$539 ﹤0.01%
100
328
$470 ﹤0.01%
25
-225
329
$385 ﹤0.01%
29
330
$263 ﹤0.01%
14
-3
331
$160 ﹤0.01%
18
332
$65 ﹤0.01%
3
-3
333
0
334
-10
335
-100
336
-49
337
-9
338
-60
339
-54
340
-4
341
-13
342
-21
343
-8
344
-15
345
-13
346
-29
347
-396
348
-1,484
349
-5,293
350
-26