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
$836M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17M
3
+$14.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M

Top Sells

1
+$20.7M
2
+$8.98M
3
+$2.73M
4
MDT icon
Medtronic
MDT
+$2.1M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 13.17%
2 Technology 11.36%
3 Healthcare 6.58%
4 Consumer Discretionary 4.94%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.41%
66,790
-586
52
$3.25M 0.39%
19,973
-3
53
$3.23M 0.39%
23,668
+471
54
$3.19M 0.38%
27,616
-6,423
55
$3.06M 0.37%
11,759
+1,420
56
$3.06M 0.37%
13,722
+430
57
$3.02M 0.36%
59,260
+2,511
58
$2.97M 0.36%
37,107
+455
59
$2.93M 0.35%
21,781
+191
60
$2.92M 0.35%
18,444
+4,700
61
$2.92M 0.35%
15,934
+1,222
62
$2.9M 0.35%
39,665
+1,145
63
$2.88M 0.34%
8,052
+182
64
$2.84M 0.34%
13,238
+2,425
65
$2.83M 0.34%
11,442
+304
66
$2.66M 0.32%
16,747
+226
67
$2.64M 0.32%
29,987
-184
68
$2.61M 0.31%
18,660
+200
69
$2.58M 0.31%
77,297
+642
70
$2.54M 0.3%
31,041
-55
71
$2.38M 0.28%
10,686
-2,120
72
$2.32M 0.28%
9,616
-187
73
$2.27M 0.27%
11,210
+200
74
$2.09M 0.25%
22,937
-25
75
$2.08M 0.25%
5,100
-500
1 2
3
4 5