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
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$635K
3 +$536K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1 +$1.46M
2 +$1.32M
3 +$1.11M
4
WFC icon
Wells Fargo
WFC
+$874K
5
GILD icon
Gilead Sciences
GILD
+$865K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$34K 0.01%
270
227
$33K 0.01%
759
228
$33K 0.01%
360
229
$32K 0.01%
1,331
-430
230
$32K 0.01%
453
-175
231
$31K 0.01%
1,400
232
$31K 0.01%
1,260
233
$30K 0.01%
280
234
$30K 0.01%
1,674
235
$30K 0.01%
660
236
$30K 0.01%
500
+400
237
$29K 0.01%
250
238
$29K 0.01%
526
-274
239
$27K 0.01%
120
240
$26K 0.01%
2,102
241
$26K 0.01%
944
242
$26K 0.01%
801
243
$26K 0.01%
1,350
244
$26K 0.01%
735
245
$26K 0.01%
300
246
$25K 0.01%
1,260
247
$25K 0.01%
395
248
$25K 0.01%
500
249
$24K 0.01%
250
250
$24K 0.01%
770