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
76
$2.22M 0.21%
10,750
+1,013
77
$2.18M 0.2%
9,327
+344
78
$2.15M 0.2%
8,732
-68
79
$2.13M 0.2%
12,482
+570
80
$2.09M 0.19%
12,489
-135
81
$1.99M 0.18%
12,300
+1,300
82
$1.95M 0.18%
6,459
-5
83
$1.93M 0.18%
10,654
+2,322
84
$1.9M 0.18%
3,850
+98
85
$1.72M 0.16%
8,299
86
$1.71M 0.16%
22,761
-3,189
87
$1.66M 0.15%
5,135
-241
88
$1.6M 0.15%
15,178
+851
89
$1.57M 0.14%
20,077
+84
90
$1.56M 0.14%
16,162
-150
91
$1.49M 0.14%
3,017
92
$1.48M 0.14%
10,560
-1,059
93
$1.44M 0.13%
9,873
+3,506
94
$1.44M 0.13%
31,668
-845
95
$1.42M 0.13%
13,059
+563
96
$1.4M 0.13%
9,085
-196
97
$1.29M 0.12%
4,777
+54
98
$1.23M 0.11%
14,577
-246
99
$1.23M 0.11%
15,252
+633
100
$1.23M 0.11%
5,547
-55
2 3
4
5 6