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
351
-15
352
-46