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
$853M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.9M
3
+$7.63M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$7.16M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$3.86M

Top Sells

1
+$2.63M
2
+$1.66M
3
+$1.61M
4
QCOM icon
Qualcomm
QCOM
+$1.53M
5
WM icon
Waste Management
WM
+$1.52M

Sector Composition

1 Technology 11.02%
2 Financials 8.16%
3 Healthcare 5%
4 Consumer Discretionary 3.47%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$115K 0.01%
1,580
177
$110K 0.01%
+520
178
$109K 0.01%
292
+17
179
$105K 0.01%
34
180
$102K 0.01%
5,015
+1,000
181
$102K 0.01%
1,359
182
$98.2K 0.01%
1,684
+381
183
$89.7K 0.01%
1,203
+210
184
$89.3K 0.01%
1,598
+533
185
$88.9K 0.01%
1,039
186
$86.6K 0.01%
335
187
$85.5K 0.01%
1,131
188
$84.8K 0.01%
1,082
-265
189
$82.2K 0.01%
2,122
190
$81.9K 0.01%
730
-25
191
$80.5K 0.01%
262
-5
192
$78.2K 0.01%
597
-75
193
$73.8K 0.01%
1,085
+91
194
$73.8K 0.01%
1,955
-225
195
$65.1K 0.01%
865
196
$60.9K 0.01%
500
197
$60.6K 0.01%
343
198
$59.7K 0.01%
1,800
199
$59.4K 0.01%
310
+150
200
$57.6K 0.01%
1,350
-1,137
6 7
8
9 10