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
$459M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.23M
3
+$768K
4
ORCL icon
Oracle
ORCL
+$750K
5
SO icon
Southern Company
SO
+$508K

Top Sells

1
+$24.6M
2
+$3.91M
3
+$3.08M
4
V icon
Visa
V
+$2.1M
5
AROW icon
Arrow Financial
AROW
+$1.83M

Sector Composition

1 Financials 20.36%
2 Technology 15.77%
3 Healthcare 10.28%
4 Consumer Discretionary 8.27%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K ﹤0.01%
791
-237
252
$19K ﹤0.01%
80
-20
253
$19K ﹤0.01%
350
254
$19K ﹤0.01%
300
255
$18K ﹤0.01%
210
256
$18K ﹤0.01%
776
257
$17K ﹤0.01%
100
258
$17K ﹤0.01%
95
-25
259
$17K ﹤0.01%
+53
260
$16K ﹤0.01%
520
-50
261
$16K ﹤0.01%
1,500
262
$16K ﹤0.01%
154
263
$16K ﹤0.01%
150
264
$14K ﹤0.01%
235
+4
265
$14K ﹤0.01%
55
-89
266
$13K ﹤0.01%
1,578
+526
267
$12K ﹤0.01%
+510
268
$12K ﹤0.01%
100
269
$12K ﹤0.01%
100
270
$11K ﹤0.01%
700
271
$11K ﹤0.01%
830
272
$11K ﹤0.01%
100
-340
273
$11K ﹤0.01%
1,125
274
$10K ﹤0.01%
450
275
$10K ﹤0.01%
812
9 10
11
12 13