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
$733M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$6.4M
3 +$6.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.35M

Sector Composition

1 Financials 13.26%
2 Technology 10.29%
3 Healthcare 6.92%
4 Consumer Discretionary 4.38%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-200
377
-10
378
-36
379
-200
380
-20
381
-559