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
$964M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$5.97M
3
+$4.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.74M

Top Sells

1
+$11M
2
+$3.38M
3
+$1.39M
4
UNH icon
UnitedHealth
UNH
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.3%
2 Financials 9.7%
3 Healthcare 4.42%
4 Consumer Discretionary 3.58%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57K 0.01%
1,260
202
$55.9K 0.01%
1,000
-598
203
$54.7K 0.01%
950
204
$52.2K 0.01%
63
-12
205
$52K 0.01%
118
+8
206
$51.7K 0.01%
943
-51
207
$51.7K 0.01%
1,400
208
$47.4K ﹤0.01%
87
-18
209
$47.4K ﹤0.01%
225
210
$47.3K ﹤0.01%
909
-775
211
$47.3K ﹤0.01%
238
-79
212
$47.2K ﹤0.01%
455
-20
213
$47K ﹤0.01%
775
214
$46.9K ﹤0.01%
682
+57
215
$44.7K ﹤0.01%
600
216
$43.8K ﹤0.01%
1,414
217
$43.8K ﹤0.01%
180
218
$42.7K ﹤0.01%
590
-90
219
$41.7K ﹤0.01%
593
220
$41.7K ﹤0.01%
160
-150
221
$41.3K ﹤0.01%
250
222
$40.4K ﹤0.01%
1,082
223
$40.3K ﹤0.01%
511
224
$39.9K ﹤0.01%
1,535
225
$39.3K ﹤0.01%
300
7 8
9
10 11