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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K 0.01%
125
252
$24K ﹤0.01%
500
253
$23K ﹤0.01%
565
254
$22K ﹤0.01%
1,010
-82
255
$22K ﹤0.01%
65
256
$22K ﹤0.01%
210
257
$21K ﹤0.01%
450
258
$20K ﹤0.01%
830
259
$20K ﹤0.01%
400
-1,550
260
$19K ﹤0.01%
300
261
$19K ﹤0.01%
122
262
$18K ﹤0.01%
100
263
$17K ﹤0.01%
125
264
$17K ﹤0.01%
120
265
$17K ﹤0.01%
150
-90
266
$16K ﹤0.01%
1,500
267
$16K ﹤0.01%
812
268
$16K ﹤0.01%
60
269
$16K ﹤0.01%
231
-50
270
$14K ﹤0.01%
234
271
$14K ﹤0.01%
360
272
$14K ﹤0.01%
100
273
$14K ﹤0.01%
400
274
$13K ﹤0.01%
625
275
$13K ﹤0.01%
100
9 10
11
12 13