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
$1.08B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.79M
3
+$868K
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$707K
5
AROW icon
Arrow Financial
AROW
+$665K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.1M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$1.84M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M

Sector Composition

1 Technology 10.79%
2 Financials 9.65%
3 Healthcare 4.2%
4 Consumer Discretionary 3.42%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.69K ﹤0.01%
205
327
$1.58K ﹤0.01%
700
328
$1.13K ﹤0.01%
70
329
$1.1K ﹤0.01%
50
330
$972 ﹤0.01%
3
331
$630 ﹤0.01%
100
332
$428 ﹤0.01%
25
333
$376 ﹤0.01%
66
334
$344 ﹤0.01%
15
335
$328 ﹤0.01%
+22
336
$326 ﹤0.01%
100
337
$317 ﹤0.01%
52
-1
338
$270 ﹤0.01%
100
339
$180 ﹤0.01%
18
340
$16 ﹤0.01%
+2
341
– –
-100
342
– –
-1,500
343
– –
-1,260
344
– –
-110
345
– –
-29
346
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-33
347
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-100
348
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-500
349
– –
-125
350
– –
-100
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