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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.01%
1,000
227
$45K 0.01%
1,260
228
$43K 0.01%
120
229
$40K 0.01%
500
230
$39K 0.01%
801
231
$38K 0.01%
1,300
232
$38K 0.01%
286
233
$37K 0.01%
735
234
$37K 0.01%
270
235
$37K 0.01%
770
-300
236
$37K 0.01%
400
237
$35K 0.01%
295
-90
238
$35K 0.01%
460
239
$35K 0.01%
250
240
$35K 0.01%
+1,376
241
$33K 0.01%
1,108
-1,274
242
$33K 0.01%
1,485
+135
243
$33K 0.01%
88
244
$33K 0.01%
+776
245
$33K 0.01%
550
246
$32K 0.01%
300
247
$29K 0.01%
570
-2,230
248
$27K 0.01%
300
249
$27K 0.01%
1,000
250
$26K 0.01%
350
8 9
10
11 12