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
$431M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$988K
2 +$912K
3 +$612K
4
APD icon
Air Products & Chemicals
APD
+$520K
5
CSCO icon
Cisco
CSCO
+$502K

Top Sells

1 +$1.75M
2 +$1.36M
3 +$901K
4
RTX icon
RTX Corp
RTX
+$780K
5
CAT icon
Caterpillar
CAT
+$641K

Sector Composition

1 Financials 24.09%
2 Healthcare 12.11%
3 Technology 12.07%
4 Consumer Discretionary 8.79%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32K 0.01%
250
252
$31K 0.01%
1,150
253
$31K 0.01%
630
-25
254
$29K 0.01%
1,350
255
$28K 0.01%
800
256
$27K 0.01%
600
-120
257
$25K 0.01%
140
258
$24K 0.01%
240
-50
259
$24K 0.01%
210
260
$24K 0.01%
998
261
$24K 0.01%
450
262
$23K 0.01%
300
263
$22K 0.01%
+1,000
264
$22K 0.01%
300
265
$22K 0.01%
600
-125
266
$22K 0.01%
350
267
$21K ﹤0.01%
500
268
$20K ﹤0.01%
565
269
$19K ﹤0.01%
468
270
$18K ﹤0.01%
108
-188
271
$17K ﹤0.01%
200
272
$17K ﹤0.01%
890
273
$17K ﹤0.01%
120
274
$16K ﹤0.01%
60
275
$16K ﹤0.01%
+100