AF
Arrow Financial Portfolio holdings
AUM
$950M
This Quarter Return
+5.25%
1 Year Return
+12.15%
3 Year Return
+52.94%
5 Year Return
+86.42%
10 Year Return
+238.09%
AUM
$829M
AUM Growth
+$829M
(+8%)
Cap. Flow
+$28.7M
Cap. Flow
% of AUM
3.47%
Top 10 Holdings %
Top 10 Hldgs %
46.9%
Holding
329
New
5
Increased
58
Reduced
117
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$8.48M |
| 2 |
Visa
V
|
$2.28M |
| 3 |
Adobe
ADBE
|
$1.44M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.34M |
| 5 |
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% |
