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
101
$1.18M 0.11%
5,998
-7
102
$1.16M 0.11%
10,246
-35
103
$1.15M 0.11%
5,758
+175
104
$1.14M 0.11%
4,456
-50
105
$1.11M 0.1%
11,622
+492
106
$1.02M 0.09%
2,680
-25
107
$1.02M 0.09%
6,810
-10
108
$960K 0.09%
7,086
-102
109
$948K 0.09%
3,181
+1,375
110
$942K 0.09%
16,292
-7,475
111
$918K 0.08%
8,196
+168
112
$911K 0.08%
7,520
-4
113
$898K 0.08%
9,960
-5
114
$866K 0.08%
2,909
-40
115
$850K 0.08%
8,189
-35
116
$843K 0.08%
3,048
-155
117
$765K 0.07%
3,989
+25
118
$758K 0.07%
3,668
-362
119
$756K 0.07%
2,789
-4
120
$707K 0.07%
+5,672
121
$691K 0.06%
1,900
122
$680K 0.06%
7,523
+58
123
$671K 0.06%
3,556
-558
124
$657K 0.06%
4,809
-31
125
$634K 0.06%
6,505
3 4
5
6 7