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
$686M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$849K
3
+$715K
4
CRM icon
Salesforce
CRM
+$184K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$146K

Top Sells

1
+$3.09M
2
+$1.55M
3
+$1.08M
4
INTC icon
Intel
INTC
+$866K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$505K

Sector Composition

1 Financials 13.28%
2 Technology 9.92%
3 Healthcare 6.88%
4 Consumer Discretionary 4.69%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96K 0.01%
3,250
-98
177
$92K 0.01%
714
-30
178
$92K 0.01%
+886
179
$91K 0.01%
315
180
$88K 0.01%
654
181
$81K 0.01%
1,131
182
$80K 0.01%
864
183
$77K 0.01%
1,328
184
$74K 0.01%
335
185
$74K 0.01%
275
186
$72K 0.01%
280
187
$72K 0.01%
753
188
$72K 0.01%
1,670
189
$70K 0.01%
1,065
190
$70K 0.01%
1,625
191
$67K 0.01%
378
192
$65K 0.01%
394
-61
193
$63K 0.01%
739
194
$63K 0.01%
1,700
-275
195
$63K 0.01%
2,184
196
$61K 0.01%
1,370
197
$61K 0.01%
2,122
198
$61K 0.01%
500
199
$58K 0.01%
35
200
$55K 0.01%
1,528
6 7
8
9 10