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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$1.89M
3 +$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1 +$8.3M
2 +$1.61M
3 +$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$36K 0.01%
775
227
$36K 0.01%
545
228
$33K 0.01%
595
229
$33K 0.01%
486
-188
230
$33K 0.01%
702
231
$33K 0.01%
+1,400
232
$33K 0.01%
809
233
$33K 0.01%
381
+21
234
$32K 0.01%
250
235
$32K 0.01%
255
+90
236
$31K 0.01%
164
+44
237
$30K 0.01%
+1,300
238
$30K 0.01%
152
239
$29K 0.01%
1,260
240
$28K 0.01%
+750
241
$26K 0.01%
280
242
$26K 0.01%
450
243
$26K 0.01%
735
244
$25K 0.01%
801
245
$25K 0.01%
1,350
246
$25K 0.01%
1,629
247
$25K 0.01%
600
248
$25K 0.01%
+1,050
249
$24K 0.01%
944
250
$24K 0.01%
236