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
76
$2.15M 0.28%
20,649
-916
77
$2.02M 0.26%
25,081
-1,149
78
$1.91M 0.25%
21,755
-138
79
$1.9M 0.25%
8,523
+794
80
$1.76M 0.23%
28,447
+442
81
$1.73M 0.23%
16,620
-1,090
82
$1.7M 0.22%
9,939
-260
83
$1.68M 0.22%
22,810
+4,301
84
$1.65M 0.22%
6,913
+213
85
$1.63M 0.21%
12,331
+519
86
$1.61M 0.21%
8,028
-1,368
87
$1.6M 0.21%
7,560
-55
88
$1.38M 0.18%
13,955
+368
89
$1.38M 0.18%
7,422
-966
90
$1.35M 0.18%
70,356
+10,675
91
$1.34M 0.17%
10,322
+11
92
$1.29M 0.17%
11,961
93
$1.25M 0.16%
3,800
94
$1.24M 0.16%
13,180
-6,099
95
$1.24M 0.16%
16,049
-354
96
$1.23M 0.16%
7,417
97
$1.18M 0.15%
30,419
-9,053
98
$1.17M 0.15%
5,182
-117
99
$1.15M 0.15%
7,232
-517
100
$1.09M 0.14%
14,369
-928
2 3
4
5 6