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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
600
+50
227
$39K 0.01%
235
-35
228
$39K 0.01%
260
-30
229
$38K ﹤0.01%
1,485
230
$37K ﹤0.01%
725
231
$36K ﹤0.01%
1,780
232
$35K ﹤0.01%
89
-36
233
$35K ﹤0.01%
400
234
$34K ﹤0.01%
795
235
$34K ﹤0.01%
300
236
$33K ﹤0.01%
580
-50
237
$32K ﹤0.01%
285
-50
238
$31K ﹤0.01%
776
-133
239
$31K ﹤0.01%
100
240
$30K ﹤0.01%
82
-15
241
$29K ﹤0.01%
801
242
$29K ﹤0.01%
500
243
$28K ﹤0.01%
400
244
$28K ﹤0.01%
205
-17
245
$27K ﹤0.01%
95
246
$27K ﹤0.01%
249
247
$27K ﹤0.01%
53
248
$26K ﹤0.01%
122
249
$25K ﹤0.01%
489
250
$25K ﹤0.01%
210
8 9
10
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