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
$1.08B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.79M
3
+$868K
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$707K
5
AROW icon
Arrow Financial
AROW
+$665K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.1M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$1.84M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M

Sector Composition

1 Technology 10.79%
2 Financials 9.65%
3 Healthcare 4.2%
4 Consumer Discretionary 3.42%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.44%
14,688
+1,623
52
$4.61M 0.43%
5,199
-80
53
$4.44M 0.41%
7,595
-142
54
$4.26M 0.39%
50,714
-2,848
55
$4.22M 0.39%
7,355
+86
56
$4.07M 0.38%
19,694
-782
57
$3.98M 0.37%
33,867
-2,532
58
$3.75M 0.35%
5,287
-35
59
$3.73M 0.35%
32,726
+10
60
$3.62M 0.33%
79,210
-1,072
61
$3.51M 0.32%
11,525
+31
62
$3.28M 0.3%
11,790
-864
63
$3.22M 0.3%
14,262
+375
64
$3.16M 0.29%
32,194
+676
65
$3M 0.28%
28,757
+585
66
$2.99M 0.28%
31,074
-1,438
67
$2.98M 0.28%
17,510
-2,887
68
$2.9M 0.27%
124,461
-79,134
69
$2.87M 0.27%
53,926
+505
70
$2.76M 0.26%
38,307
+1,206
71
$2.6M 0.24%
5,595
-411
72
$2.3M 0.21%
32,002
+906
73
$2.28M 0.21%
8,701
-55
74
$2.26M 0.21%
15,360
-5
75
$2.22M 0.21%
16,594
+1,152
1 2
3
4 5