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
$1.08B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.79M
3
+$868K
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$707K
5
AROW icon
Arrow Financial
AROW
+$665K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.1M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$1.84M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M

Sector Composition

1 Technology 10.79%
2 Financials 9.65%
3 Healthcare 4.2%
4 Consumer Discretionary 3.42%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$189K 0.02%
+7,082
177
$176K 0.02%
1,873
-312
178
$172K 0.02%
1,260
-151
179
$169K 0.02%
2,668
180
$167K 0.02%
610
-100
181
$155K 0.01%
1,567
182
$141K 0.01%
339
183
$140K 0.01%
239
-107
184
$139K 0.01%
558
-102
185
$134K 0.01%
510
-19
186
$131K 0.01%
31
187
$125K 0.01%
4,390
188
$111K 0.01%
10,500
189
$111K 0.01%
1,128
190
$108K 0.01%
1,039
191
$107K 0.01%
930
-433
192
$106K 0.01%
+1,575
193
$104K 0.01%
803
-219
194
$99.2K 0.01%
2,376
195
$97.2K 0.01%
275
196
$93.1K 0.01%
1,131
197
$92.1K 0.01%
1,465
198
$89.9K 0.01%
999
-5
199
$86.2K 0.01%
1,200
-100
200
$81.2K 0.01%
2,000
6 7
8
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