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
$433M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$324K
3 +$77.4K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$59.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$58.9K

Top Sells

1 +$1.99M
2 +$953K
3 +$777K
4
AMZN icon
Amazon
AMZN
+$741K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$621K

Sector Composition

1 Financials 25.6%
2 Technology 10.39%
3 Healthcare 10.22%
4 Industrials 8.66%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$53K 0.01%
1,515
202
$52K 0.01%
1,475
203
$52K 0.01%
1,192
204
$51K 0.01%
440
205
$51K 0.01%
618
206
$50K 0.01%
1,030
-100
207
$49K 0.01%
1,200
208
$49K 0.01%
1,008
+133
209
$49K 0.01%
330
+30
210
$49K 0.01%
1,607
211
$48K 0.01%
+801
212
$48K 0.01%
775
213
$47K 0.01%
285
214
$47K 0.01%
+1,110
215
$46K 0.01%
406
216
$46K 0.01%
340
217
$45K 0.01%
488
218
$44K 0.01%
1,190
-625
219
$43K 0.01%
+640
220
$42K 0.01%
1,082
221
$42K 0.01%
250
222
$41K 0.01%
+918
223
$41K 0.01%
1,021
224
$39K 0.01%
1,260
225
$38K 0.01%
1,010