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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.17M
3 +$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1 +$1.16M
2 +$970K
3 +$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27K 0.01%
1,423
227
$27K 0.01%
809
228
$27K 0.01%
400
229
$27K 0.01%
255
-2,905
230
$25K 0.01%
790
231
$25K 0.01%
702
232
$24K 0.01%
126
233
$24K 0.01%
225
-25
234
$24K 0.01%
300
235
$22K 0.01%
500
236
$22K 0.01%
965
237
$20K 0.01%
+900
238
$20K 0.01%
415
239
$19K 0.01%
297
240
$19K 0.01%
1,128
241
$19K 0.01%
350
242
$18K 0.01%
500
243
$16K ﹤0.01%
200
244
$16K ﹤0.01%
500
245
$15K ﹤0.01%
1,000
246
$15K ﹤0.01%
1,000
247
$15K ﹤0.01%
1,167
248
$15K ﹤0.01%
195
249
$14K ﹤0.01%
725
250
$14K ﹤0.01%
400