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
76
$1.82M 0.22%
25,034
+2,224
77
$1.75M 0.21%
20,541
-1,214
78
$1.7M 0.21%
12,292
-39
79
$1.68M 0.2%
4,259
-2,923
80
$1.66M 0.2%
14,869
-9,021
81
$1.64M 0.2%
7,618
-1,871
82
$1.62M 0.19%
9,300
-639
83
$1.6M 0.19%
15,428
+1,473
84
$1.58M 0.19%
19,104
-5,977
85
$1.57M 0.19%
3,344
+1,104
86
$1.54M 0.19%
6,271
-642
87
$1.52M 0.18%
20,436
-10,228
88
$1.5M 0.18%
13,572
+6,545
89
$1.46M 0.18%
6,481
-1,547
90
$1.34M 0.16%
10,132
-190
91
$1.32M 0.16%
7,064
-353
92
$1.3M 0.16%
7,277
-5,716
93
$1.27M 0.15%
5,764
-2,759
94
$1.26M 0.15%
11,837
-124
95
$1.25M 0.15%
11,000
96
$1.18M 0.14%
15,946
-103
97
$1.17M 0.14%
22,550
+5,535
98
$1.15M 0.14%
34,124
+1,701
99
$1.09M 0.13%
11,855
-1,325
100
$1.05M 0.13%
9,076
-596
2 3
4
5 6