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
$845M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$7.39M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$1.59M
5
DLTR icon
Dollar Tree
DLTR
+$1.36M

Top Sells

1
+$5.81M
2
+$4.01M
3
+$3.66M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.28M

Sector Composition

1 Financials 14.18%
2 Technology 12%
3 Healthcare 6.83%
4 Consumer Discretionary 5.96%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K ﹤0.01%
600
227
$38K ﹤0.01%
432
-508
228
$36K ﹤0.01%
1,780
229
$35K ﹤0.01%
300
230
$34K ﹤0.01%
795
231
$34K ﹤0.01%
285
232
$33K ﹤0.01%
390
233
$33K ﹤0.01%
801
234
$33K ﹤0.01%
345
-55
235
$32K ﹤0.01%
82
236
$31K ﹤0.01%
116
+58
237
$31K ﹤0.01%
1,270
+250
238
$30K ﹤0.01%
700
-25
239
$30K ﹤0.01%
95
240
$29K ﹤0.01%
122
241
$29K ﹤0.01%
60
242
$29K ﹤0.01%
210
243
$29K ﹤0.01%
205
244
$28K ﹤0.01%
249
245
$27K ﹤0.01%
400
246
$26K ﹤0.01%
170
247
$26K ﹤0.01%
232
248
$26K ﹤0.01%
665
249
$25K ﹤0.01%
500
250
$24K ﹤0.01%
350
8 9
10
11 12