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
$767M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$6.1M
3
+$4.79M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.31M

Top Sells

1
+$4.31M
2
+$1.65M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$839K

Sector Composition

1 Technology 11.63%
2 Financials 11.48%
3 Healthcare 6.11%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$55.4K 0.01%
1,625
202
$55.1K 0.01%
1,555
203
$52.2K 0.01%
703
-50
204
$51.7K 0.01%
75
205
$51.3K 0.01%
950
206
$49.6K 0.01%
1,260
207
$49K 0.01%
558
208
$47.4K 0.01%
680
209
$47.2K 0.01%
1,082
210
$46.3K 0.01%
105
211
$45.5K 0.01%
1,535
212
$44.1K 0.01%
761
213
$43.1K 0.01%
225
-153
214
$41.2K 0.01%
600
215
$40.8K 0.01%
1,262
-408
216
$40.5K 0.01%
250
217
$40.1K 0.01%
104
218
$39.6K 0.01%
593
-157
219
$39.3K 0.01%
475
220
$39K 0.01%
235
-25
221
$37.9K ﹤0.01%
110
222
$37.9K ﹤0.01%
82
223
$37.5K ﹤0.01%
180
224
$36.4K ﹤0.01%
271
225
$35.3K ﹤0.01%
565
7 8
9
10 11