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AF

Arrow Financial Portfolio holdings

AUM $994M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$894M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$2.32M
3
+$860K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$715K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$347K

Top Sells

1
+$9.87M
2
+$9.86M
3
+$8.37M
4
AMZN icon
Amazon
AMZN
+$5.61M
5
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$5.32M

Sector Composition

1 Financials 9.34%
2 Technology 7.64%
3 Healthcare 3.12%
4 Communication Services 2.78%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$223K 0.02%
1,642
152
$217K 0.02%
2,896
-480
153
$214K 0.02%
+2,075
154
$212K 0.02%
+3,375
155
$105K 0.01%
10,500
156
– –
-2,705
157
– –
-2,472
158
– –
-2,899
159
– –
-6,810
160
– –
-12,300
161
– –
-605
162
– –
-3,488
163
– –
-5,150
164
– –
-1,900
165
– –
-2,982
166
– –
-9,960
167
– –
-1,140
168
– –
-1,842
169
– –
-3,096
170
– –
-8,299
3 4 5 6
7