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
$829M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.85M
3
+$6.64M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$8.48M
2
+$2.28M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.2%
2 Financials 9.27%
3 Healthcare 5.58%
4 Consumer Discretionary 3.84%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$50.5K 0.01%
105
202
$50K 0.01%
775
203
$49.6K 0.01%
680
204
$46.5K 0.01%
672
-31
205
$46K 0.01%
104
206
$44.8K 0.01%
1,475
-150
207
$44.1K 0.01%
110
208
$43.2K 0.01%
1,082
209
$43K 0.01%
761
210
$42.6K 0.01%
1,414
+152
211
$41.9K 0.01%
475
212
$41.7K 0.01%
225
213
$40K ﹤0.01%
593
214
$39.3K ﹤0.01%
214
-21
215
$39K ﹤0.01%
250
216
$38.3K ﹤0.01%
600
217
$37.4K ﹤0.01%
271
218
$37.4K ﹤0.01%
82
219
$36.9K ﹤0.01%
1,535
220
$36.8K ﹤0.01%
180
221
$36.2K ﹤0.01%
615
+50
222
$35.5K ﹤0.01%
210
223
$35.4K ﹤0.01%
625
224
$33.8K ﹤0.01%
160
225
$33.8K ﹤0.01%
328
+240
7 8
9
10 11