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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$1.89M
3 +$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1 +$8.3M
2 +$1.61M
3 +$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$24K 0.01%
120
252
$24K 0.01%
150
253
$23K 0.01%
158
+118
254
$23K 0.01%
+1,260
255
$22K 0.01%
1,674
256
$21K 0.01%
300
+30
257
$21K 0.01%
111
258
$21K 0.01%
500
259
$20K 0.01%
700
-13
260
$19K 0.01%
100
261
$18K ﹤0.01%
210
262
$18K ﹤0.01%
+160
263
$17K ﹤0.01%
450
264
$17K ﹤0.01%
216
265
$17K ﹤0.01%
+301
266
$17K ﹤0.01%
300
267
$17K ﹤0.01%
250
268
$16K ﹤0.01%
590
-410
269
$16K ﹤0.01%
100
270
$16K ﹤0.01%
500
-519
271
$15K ﹤0.01%
360
+160
272
$15K ﹤0.01%
600
-8,669
273
$14K ﹤0.01%
410
+110
274
$14K ﹤0.01%
+290
275
$14K ﹤0.01%
250