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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.17M
3 +$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1 +$1.16M
2 +$970K
3 +$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$13K ﹤0.01%
110
252
$13K ﹤0.01%
191
253
$13K ﹤0.01%
400
254
$12K ﹤0.01%
256
255
$11K ﹤0.01%
214
+125
256
$11K ﹤0.01%
200
257
$11K ﹤0.01%
100
258
$11K ﹤0.01%
+100
259
$11K ﹤0.01%
100
260
$10K ﹤0.01%
160
261
$10K ﹤0.01%
700
262
$10K ﹤0.01%
260
263
$9K ﹤0.01%
300
264
$9K ﹤0.01%
505
+200
265
$9K ﹤0.01%
+208
266
$8K ﹤0.01%
321
+143
267
$8K ﹤0.01%
200
268
$8K ﹤0.01%
100
269
$8K ﹤0.01%
180
-90
270
$8K ﹤0.01%
50
271
$8K ﹤0.01%
100
272
$8K ﹤0.01%
321
-279
273
$7K ﹤0.01%
80
274
$7K ﹤0.01%
130
275
$7K ﹤0.01%
100