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
$767M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$6.1M
3
+$4.79M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.31M

Top Sells

1
+$4.31M
2
+$1.65M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$839K

Sector Composition

1 Technology 11.63%
2 Financials 11.48%
3 Healthcare 6.11%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 0.93%
24,121
-70
27
$7.11M 0.93%
45,896
-1,804
28
$6.67M 0.87%
17,310
+426
29
$6.61M 0.86%
11,460
+51
30
$6.44M 0.84%
32,245
+1,885
31
$6.41M 0.84%
20,748
-78
32
$6.3M 0.82%
67,793
-475
33
$5.81M 0.76%
12,302
+28
34
$5.8M 0.76%
14,173
-280
35
$5.66M 0.74%
38,087
-202
36
$5.32M 0.69%
191,690
+9,980
37
$5.23M 0.68%
18,310
-2,612
38
$5.21M 0.68%
49,986
+352
39
$5.12M 0.67%
46,688
-3,570
40
$4.91M 0.64%
93,864
+1,883
41
$4.83M 0.63%
26,521
-143
42
$4.79M 0.62%
+190,965
43
$4.78M 0.62%
7,148
+30
44
$4.68M 0.61%
24,506
+70
45
$4.61M 0.6%
46,306
-5,646
46
$4.5M 0.59%
84,139
-828
47
$4.49M 0.59%
110,011
-10,131
48
$4.27M 0.56%
42,127
+398
49
$4.25M 0.55%
54,269
+54
50
$4.14M 0.54%
81,928
-8,018
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