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
$370M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1 +$7.82M
2 +$1.54M
3 +$1.08M
4
AMZN icon
Amazon
AMZN
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$744K

Top Sells

1 +$1.2M
2 +$1.14M
3 +$884K
4
BIIB icon
Biogen
BIIB
+$876K
5
ETN icon
Eaton
ETN
+$857K

Sector Composition

1 Financials 23.87%
2 Healthcare 12.45%
3 Technology 11.6%
4 Industrials 9.37%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$46K 0.01%
1,247
-23,963
227
$45K 0.01%
1,200
228
$45K 0.01%
375
229
$42K 0.01%
2,084
230
$40K 0.01%
2,822
231
$40K 0.01%
475
232
$40K 0.01%
1,200
233
$38K 0.01%
650
234
$37K 0.01%
500
-60
235
$36K 0.01%
1,300
236
$34K 0.01%
295
+55
237
$34K 0.01%
1,023
238
$33K 0.01%
1,250
239
$32K 0.01%
1,200
240
$32K 0.01%
1,213
241
$32K 0.01%
775
242
$32K 0.01%
500
-509
243
$31K 0.01%
225
244
$31K 0.01%
809
245
$30K 0.01%
2,500
246
$30K 0.01%
1,350
-73
247
$29K 0.01%
126
248
$28K 0.01%
600
-150
249
$28K 0.01%
588
250
$27K 0.01%
790