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
$853M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.9M
3
+$7.63M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$7.16M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$3.86M

Top Sells

1
+$2.63M
2
+$1.66M
3
+$1.61M
4
QCOM icon
Qualcomm
QCOM
+$1.53M
5
WM icon
Waste Management
WM
+$1.52M

Sector Composition

1 Technology 11.02%
2 Financials 8.16%
3 Healthcare 5%
4 Consumer Discretionary 3.47%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$55.5K 0.01%
317
-58
202
$54.1K 0.01%
1,555
203
$53.6K 0.01%
1,260
204
$51.9K 0.01%
75
205
$51.3K 0.01%
994
-43
206
$50.8K 0.01%
105
207
$50.3K 0.01%
950
208
$47.2K 0.01%
680
209
$47.2K 0.01%
1,203
+1,079
210
$45.1K 0.01%
775
211
$45.1K 0.01%
475
212
$45K 0.01%
225
213
$43.1K 0.01%
104
214
$40.2K ﹤0.01%
110
215
$40.1K ﹤0.01%
1,400
-75
216
$39.9K ﹤0.01%
615
217
$39.7K ﹤0.01%
582
-243
218
$38.9K ﹤0.01%
250
219
$38.2K ﹤0.01%
600
220
$38.2K ﹤0.01%
593
221
$38K ﹤0.01%
1,414
222
$37.2K ﹤0.01%
180
223
$37.1K ﹤0.01%
1,082
224
$36.1K ﹤0.01%
82
225
$35.7K ﹤0.01%
511
-161
7 8
9
10 11