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
126
$618K 0.06%
24,545
+2,715
127
$575K 0.05%
2,472
-65
128
$574K 0.05%
12,775
-1,390
129
$542K 0.05%
6,526
-658
130
$522K 0.05%
4,542
-3,698
131
$499K 0.05%
5,115
-7,077
132
$486K 0.05%
9,401
-15,468
133
$466K 0.04%
750
134
$461K 0.04%
1,842
135
$461K 0.04%
1,897
136
$442K 0.04%
4,041
-6
137
$433K 0.04%
5,375
138
$418K 0.04%
7,939
139
$416K 0.04%
4,741
+66
140
$412K 0.04%
3,396
141
$404K 0.04%
2,250
142
$402K 0.04%
4,842
143
$392K 0.04%
13,543
-3,091
144
$390K 0.04%
+1,378
145
$390K 0.04%
+8,732
146
$386K 0.04%
2,877
-681
147
$372K 0.03%
4,221
-305
148
$340K 0.03%
1,685
149
$338K 0.03%
5,983
-10
150
$308K 0.03%
+2,480
4 5
6
7 8