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
$733M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.74M
3
+$6.73M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$6.73M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$6.71M

Top Sells

1
+$10.1M
2
+$6.4M
3
+$6.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.35M

Sector Composition

1 Financials 13.26%
2 Technology 10.29%
3 Healthcare 6.92%
4 Consumer Discretionary 4.38%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58K 0.01%
1,024
-33
202
$55K 0.01%
375
-26
203
$55K 0.01%
1,068
204
$55K 0.01%
1,528
+33
205
$54K 0.01%
861
-33
206
$53K 0.01%
555
+80
207
$51K 0.01%
558
-450
208
$50K 0.01%
1,082
209
$48K 0.01%
1,260
210
$48K 0.01%
1,475
-1,878
211
$47K 0.01%
1,535
212
$46K 0.01%
1,670
213
$44K 0.01%
750
-2,075
214
$44K 0.01%
950
-140
215
$42K 0.01%
685
-895
216
$41K 0.01%
105
217
$40K 0.01%
+992
218
$39K 0.01%
675
219
$39K 0.01%
82
220
$39K 0.01%
625
221
$37K 0.01%
271
+66
222
$37K 0.01%
600
223
$36K ﹤0.01%
250
224
$36K ﹤0.01%
285
225
$36K ﹤0.01%
735
7 8
9
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