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
$473M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$939K
3
+$551K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$302K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$286K

Top Sells

1
+$2.31M
2
+$1.77M
3
+$1.13M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$589K
5
PYPL icon
PayPal
PYPL
+$576K

Sector Composition

1 Financials 18.98%
2 Technology 16.47%
3 Healthcare 10.61%
4 Consumer Discretionary 8.61%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$81K 0.02%
490
-1,235
177
$81K 0.02%
1,337
178
$79K 0.02%
1,160
-100
179
$75K 0.02%
864
180
$74K 0.02%
1,345
-1,670
181
$73K 0.02%
790
-1,391
182
$69K 0.01%
2,070
183
$68K 0.01%
625
184
$67K 0.01%
10,050
+650
185
$66K 0.01%
1,402
-1,537
186
$65K 0.01%
275
187
$63K 0.01%
378
-290
188
$62K 0.01%
755
189
$60K 0.01%
828
190
$57K 0.01%
500
191
$57K 0.01%
739
192
$57K 0.01%
1,670
193
$57K 0.01%
1,100
194
$53K 0.01%
1,008
195
$51K 0.01%
225
196
$50K 0.01%
140
-30
197
$49K 0.01%
834
-58
198
$44K 0.01%
1,082
199
$42K 0.01%
728
200
$42K 0.01%
438
6 7
8
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