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
$767M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$6.1M
3
+$4.79M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.31M

Top Sells

1
+$4.31M
2
+$1.65M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$839K

Sector Composition

1 Technology 11.63%
2 Financials 11.48%
3 Healthcare 6.11%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.01%
795
-225
177
$100K 0.01%
480
-329
178
$97.7K 0.01%
275
179
$97K 0.01%
308
-2
180
$94.5K 0.01%
2,330
181
$94.1K 0.01%
1,131
182
$90.2K 0.01%
34
-1
183
$87.9K 0.01%
1,370
184
$87.7K 0.01%
1,670
185
$83.7K 0.01%
3,785
+1,500
186
$82.9K 0.01%
335
187
$80.5K 0.01%
2,122
188
$80.4K 0.01%
+980
189
$77.9K 0.01%
814
+75
190
$76.3K 0.01%
267
-3
191
$74K 0.01%
375
192
$72.8K 0.01%
1,014
193
$70.7K 0.01%
500
194
$70.3K 0.01%
394
195
$68.7K 0.01%
1,800
+100
196
$67K 0.01%
1,065
197
$65.2K 0.01%
1,328
-100
198
$58K 0.01%
1,058
199
$56K 0.01%
615
+75
200
$55.9K 0.01%
775
6 7
8
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