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
$829M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.85M
3
+$6.64M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$8.48M
2
+$2.28M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.2%
2 Financials 9.27%
3 Healthcare 5.58%
4 Consumer Discretionary 3.84%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.5%
79,182
+1,182
52
$4.01M 0.48%
139,860
+5,421
53
$3.93M 0.47%
107,229
-2,782
54
$3.93M 0.47%
15,954
-435
55
$3.8M 0.46%
7,066
-1,215
56
$3.76M 0.45%
74,879
-7,049
57
$3.74M 0.45%
31,429
+820
58
$3.59M 0.43%
40,173
-31
59
$3.42M 0.41%
15,384
-35
60
$3.37M 0.41%
11,278
-409
61
$3.33M 0.4%
58,048
+4,634
62
$3.16M 0.38%
18,244
-225
63
$3.13M 0.38%
15,292
-3,076
64
$3.06M 0.37%
14,405
+858
65
$3.06M 0.37%
6,952
-858
66
$3.05M 0.37%
36,218
-3,074
67
$2.89M 0.35%
10,056
+2,496
68
$2.8M 0.34%
85,841
+942
69
$2.72M 0.33%
18,986
-7,129
70
$2.58M 0.31%
16,413
-311
71
$2.58M 0.31%
14,822
-1,570
72
$2.54M 0.31%
39,746
+140
73
$1.95M 0.23%
16,086
-534
74
$1.85M 0.22%
18,644
-2,005
75
$1.82M 0.22%
30,257
+1,810
1 2
3
4 5