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
$788M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.52M
3
+$1.45M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Top Sells

1
+$3.29M
2
+$2.54M
3
+$2.26M
4
PSX icon
Phillips 66
PSX
+$2.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.42M

Sector Composition

1 Financials 15.87%
2 Technology 11.25%
3 Healthcare 6.72%
4 Consumer Discretionary 5.78%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$138K 0.02%
9,300
-750
177
$138K 0.02%
617
-73
178
$137K 0.02%
+4,568
179
$131K 0.02%
2,372
+170
180
$130K 0.02%
1,558
-1,112
181
$113K 0.01%
864
182
$109K 0.01%
1,070
183
$103K 0.01%
695
+41
184
$102K 0.01%
1,324
185
$100K 0.01%
1,131
-27
186
$99K 0.01%
1,670
187
$98K 0.01%
1,008
188
$98K 0.01%
1,407
-441
189
$91K 0.01%
1,439
+33
190
$89K 0.01%
2,184
191
$84K 0.01%
986
+646
192
$81K 0.01%
343
-11
193
$80K 0.01%
378
194
$80K 0.01%
275
195
$74K 0.01%
1,750
196
$73K 0.01%
+974
197
$71K 0.01%
242
+17
198
$66K 0.01%
500
199
$64K 0.01%
1,065
200
$63K 0.01%
315
6 7
8
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