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
$1.01B
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$5.31M
3 +$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$979K

Top Sells

1 +$8.33M
2 +$6.85M
3 +$3.73M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M
5
ADBE icon
Adobe
ADBE
+$1.32M

Sector Composition

1 Technology 10.51%
2 Financials 9.24%
3 Healthcare 4.47%
4 Consumer Discretionary 3.53%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$57.3K 0.01%
1,000
202
$57K 0.01%
627
-235
203
$54.6K 0.01%
1,400
204
$53.4K 0.01%
455
205
$53.1K 0.01%
917
-26
206
$49.8K ﹤0.01%
909
207
$48.8K ﹤0.01%
87
208
$48.4K ﹤0.01%
225
209
$47.1K ﹤0.01%
238
210
$46.9K ﹤0.01%
180
211
$46.8K ﹤0.01%
110
-8
212
$45.2K ﹤0.01%
625
-57
213
$41.6K ﹤0.01%
484
214
$41.6K ﹤0.01%
250
215
$41.3K ﹤0.01%
590
216
$40.8K ﹤0.01%
511
217
$40.4K ﹤0.01%
775
218
$40.1K ﹤0.01%
1,082
219
$39.4K ﹤0.01%
300
220
$39.3K ﹤0.01%
82
221
$38.2K ﹤0.01%
600
222
$37.8K ﹤0.01%
582
223
$37.5K ﹤0.01%
1,750
224
$36.5K ﹤0.01%
249
225
$35.9K ﹤0.01%
320