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
$433M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$324K
3
+$77.4K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$59.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$58.9K

Top Sells

1
+$1.99M
2
+$953K
3
+$777K
4
AMZN icon
Amazon
AMZN
+$741K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$621K

Sector Composition

1 Financials 25.6%
2 Technology 10.39%
3 Healthcare 10.22%
4 Industrials 8.66%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.03%
3,120
-1,201
177
$116K 0.03%
1,106
178
$114K 0.03%
995
-775
179
$101K 0.02%
1,989
-90
180
$100K 0.02%
1,338
+265
181
$99K 0.02%
1,250
182
$91K 0.02%
436
-56
183
$91K 0.02%
2,265
+585
184
$89K 0.02%
2,318
-35
185
$81K 0.02%
809
186
$80K 0.02%
1,200
187
$80K 0.02%
939
188
$79K 0.02%
1,181
+16
189
$76K 0.02%
1,775
190
$75K 0.02%
625
191
$70K 0.02%
2,121
-160
192
$68K 0.02%
919
+75
193
$65K 0.02%
686
194
$64K 0.01%
650
195
$59K 0.01%
781
196
$59K 0.01%
720
197
$56K 0.01%
1,460
198
$55K 0.01%
4,400
199
$55K 0.01%
1,075
200
$55K 0.01%
1,070
6 7
8
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