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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K ﹤0.01%
195
-100
252
$25K ﹤0.01%
1,020
-5,674
253
$24K ﹤0.01%
390
254
$24K ﹤0.01%
60
255
$24K ﹤0.01%
232
256
$24K ﹤0.01%
665
+100
257
$23K ﹤0.01%
80
258
$22K ﹤0.01%
45
259
$21K ﹤0.01%
100
260
$21K ﹤0.01%
295
261
$20K ﹤0.01%
400
262
$20K ﹤0.01%
120
263
$19K ﹤0.01%
350
264
$19K ﹤0.01%
1,500
265
$19K ﹤0.01%
240
266
$18K ﹤0.01%
1,578
267
$18K ﹤0.01%
320
268
$18K ﹤0.01%
700
269
$18K ﹤0.01%
235
270
$18K ﹤0.01%
84
+50
271
$18K ﹤0.01%
812
272
$17K ﹤0.01%
100
273
$15K ﹤0.01%
1,086
-174
274
$14K ﹤0.01%
1,345
275
$14K ﹤0.01%
58
9 10
11
12 13