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
$1.08B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.79M
3
+$868K
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$707K
5
AROW icon
Arrow Financial
AROW
+$665K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.1M
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$1.84M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M

Sector Composition

1 Technology 10.79%
2 Financials 9.65%
3 Healthcare 4.2%
4 Consumer Discretionary 3.42%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$81K 0.01%
497
202
$80.7K 0.01%
1,000
203
$77.7K 0.01%
720
204
$77.6K 0.01%
500
205
$75.8K 0.01%
343
206
$75.2K 0.01%
733
207
$66.6K 0.01%
2,122
208
$65.8K 0.01%
738
-125
209
$65.4K 0.01%
63
210
$63.6K 0.01%
1,675
211
$56.8K 0.01%
110
212
$56.7K 0.01%
235
-100
213
$54.5K 0.01%
1,275
214
$53.6K 0.01%
981
+75
215
$52.2K ﹤0.01%
3,115
+2,058
216
$51.9K ﹤0.01%
619
-539
217
$50.8K ﹤0.01%
484
218
$50.2K ﹤0.01%
218
219
$50.1K ﹤0.01%
260
+100
220
$49.8K ﹤0.01%
700
221
$49.6K ﹤0.01%
225
222
$48.4K ﹤0.01%
87
223
$46.8K ﹤0.01%
170
224
$46.2K ﹤0.01%
3,867
225
$46.2K ﹤0.01%
662
-192
7 8
9
10 11