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
$853M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.9M
3
+$7.63M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$7.16M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$3.86M

Top Sells

1
+$2.63M
2
+$1.66M
3
+$1.61M
4
QCOM icon
Qualcomm
QCOM
+$1.53M
5
WM icon
Waste Management
WM
+$1.52M

Sector Composition

1 Technology 11.02%
2 Financials 8.16%
3 Healthcare 5%
4 Consumer Discretionary 3.47%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.48%
22,192
-1,563
52
$4.07M 0.48%
42,060
-238
53
$3.89M 0.46%
72,951
-6,231
54
$3.8M 0.45%
138,630
-1,230
55
$3.78M 0.44%
6,682
-384
56
$3.61M 0.42%
12,011
+1,955
57
$3.38M 0.4%
36,053
-165
58
$3.33M 0.39%
41,086
+913
59
$3.1M 0.36%
14,103
-302
60
$3.09M 0.36%
5,749
+2,405
61
$3.07M 0.36%
57,392
-656
62
$2.99M 0.35%
11,364
+86
63
$2.92M 0.34%
10,854
-4,530
64
$2.82M 0.33%
83,772
-2,069
65
$2.77M 0.33%
83,613
-23,616
66
$2.71M 0.32%
16,064
-349
67
$2.55M 0.3%
6,755
-197
68
$2.5M 0.29%
15,237
+415
69
$2.29M 0.27%
39,372
-374
70
$2.24M 0.26%
45,031
-29,848
71
$2.1M 0.25%
15,891
-195
72
$1.96M 0.23%
17,630
-13,799
73
$1.94M 0.23%
18,215
-771
74
$1.93M 0.23%
9,457
-5,835
75
$1.84M 0.22%
15,325
-103
1 2
3
4 5