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
$418M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.4M
3
+$1.16M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.04M
5
AROW icon
Arrow Financial
AROW
+$968K

Top Sells

1
+$1.72M
2
+$1.54M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M

Sector Composition

1 Financials 24.43%
2 Healthcare 10.75%
3 Technology 9.86%
4 Industrials 8.62%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
500
252
$25K 0.01%
400
-100
253
$24K 0.01%
1,260
254
$24K 0.01%
305
-220
255
$24K 0.01%
420
256
$24K 0.01%
300
257
$23K 0.01%
801
258
$23K 0.01%
700
259
$22K 0.01%
350
260
$22K 0.01%
120
261
$22K 0.01%
330
262
$21K 0.01%
1,629
263
$21K 0.01%
270
-20
264
$20K ﹤0.01%
166
265
$19K ﹤0.01%
1,012
266
$18K ﹤0.01%
160
267
$16K ﹤0.01%
998
268
$16K ﹤0.01%
100
269
$16K ﹤0.01%
200
270
$16K ﹤0.01%
48
271
$14K ﹤0.01%
398
272
$14K ﹤0.01%
250
-110
273
$13K ﹤0.01%
700
274
$13K ﹤0.01%
100
275
$13K ﹤0.01%
146
9 10
11
12 13