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
$829M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.85M
3
+$6.64M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$8.48M
2
+$2.28M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.2%
2 Financials 9.27%
3 Healthcare 5.58%
4 Consumer Discretionary 3.84%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$99.3K 0.01%
2,180
-150
177
$98.7K 0.01%
1,131
178
$93.9K 0.01%
1,039
+225
179
$93.5K 0.01%
1,670
180
$91.8K 0.01%
34
181
$88.4K 0.01%
335
182
$83.9K 0.01%
4,015
+230
183
$82.4K 0.01%
267
184
$80.8K 0.01%
994
+14
185
$74.9K 0.01%
2,122
186
$73.1K 0.01%
375
187
$72.8K 0.01%
865
+250
188
$70.9K 0.01%
993
-21
189
$70.3K 0.01%
500
190
$67.4K 0.01%
1,065
191
$66.9K 0.01%
1,800
192
$65.7K 0.01%
825
-453
193
$64.2K 0.01%
343
-51
194
$64K 0.01%
1,303
-25
195
$59.1K 0.01%
75
196
$57.5K 0.01%
1,555
197
$55.2K 0.01%
1,037
-21
198
$54.6K 0.01%
950
199
$51.9K 0.01%
558
200
$51.5K 0.01%
1,260
6 7
8
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