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
$1.01B
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$5.31M
3 +$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$979K

Top Sells

1 +$8.33M
2 +$6.85M
3 +$3.73M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M
5
ADBE icon
Adobe
ADBE
+$1.32M

Sector Composition

1 Technology 10.51%
2 Financials 9.24%
3 Healthcare 4.47%
4 Consumer Discretionary 3.53%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$134K 0.01%
1,052
-187
177
$128K 0.01%
275
-25
178
$114K 0.01%
2,630
-125
179
$112K 0.01%
31
-3
180
$107K 0.01%
1,128
-350
181
$95.3K 0.01%
275
-4
182
$95K 0.01%
720
-33
183
$94.4K 0.01%
1,039
184
$91.4K 0.01%
597
185
$91.3K 0.01%
4,015
186
$91K 0.01%
1,044
-32
187
$86.9K 0.01%
1,131
188
$84.8K 0.01%
1,158
-1
189
$82.9K 0.01%
335
190
$80K 0.01%
2,122
191
$74.9K 0.01%
1,300
-50
192
$72.1K 0.01%
343
193
$71.6K 0.01%
1,675
-280
194
$67.4K 0.01%
879
-11
195
$66.6K 0.01%
500
196
$65.9K 0.01%
765
-100
197
$65.6K 0.01%
1,260
198
$65.1K 0.01%
1,800
199
$64.7K 0.01%
1,555
200
$64.1K 0.01%
63