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
$459M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.23M
3
+$768K
4
ORCL icon
Oracle
ORCL
+$750K
5
SO icon
Southern Company
SO
+$508K

Top Sells

1
+$24.6M
2
+$3.91M
3
+$3.08M
4
V icon
Visa
V
+$2.1M
5
AROW icon
Arrow Financial
AROW
+$1.83M

Sector Composition

1 Financials 20.36%
2 Technology 15.77%
3 Healthcare 10.28%
4 Consumer Discretionary 8.27%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
819
-259
227
$31K 0.01%
335
228
$31K 0.01%
801
229
$31K 0.01%
550
230
$30K 0.01%
520
-46
231
$30K 0.01%
105
-68
232
$29K 0.01%
88
233
$28K 0.01%
795
-205
234
$28K 0.01%
1,042
235
$27K 0.01%
240
-60
236
$26K 0.01%
1,485
237
$25K 0.01%
1,000
238
$25K 0.01%
735
239
$24K 0.01%
1,780
240
$24K 0.01%
500
241
$23K 0.01%
122
242
$22K ﹤0.01%
120
243
$21K ﹤0.01%
450
244
$21K ﹤0.01%
400
245
$21K ﹤0.01%
625
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246
$20K ﹤0.01%
291
-169
247
$20K ﹤0.01%
400
248
$20K ﹤0.01%
60
249
$20K ﹤0.01%
665
250
$20K ﹤0.01%
65
8 9
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