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
$845M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$7.39M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$1.59M
5
DLTR icon
Dollar Tree
DLTR
+$1.36M

Top Sells

1
+$5.81M
2
+$4.01M
3
+$3.66M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.28M

Sector Composition

1 Financials 14.18%
2 Technology 12%
3 Healthcare 6.83%
4 Consumer Discretionary 5.96%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K ﹤0.01%
489
252
$23K ﹤0.01%
100
253
$23K ﹤0.01%
776
254
$23K ﹤0.01%
1,500
255
$22K ﹤0.01%
96
+12
256
$22K ﹤0.01%
80
257
$20K ﹤0.01%
100
258
$20K ﹤0.01%
240
259
$20K ﹤0.01%
120
260
$19K ﹤0.01%
1,578
261
$19K ﹤0.01%
812
262
$18K ﹤0.01%
+735
263
$18K ﹤0.01%
235
264
$18K ﹤0.01%
320
265
$17K ﹤0.01%
600
+500
266
$17K ﹤0.01%
450
267
$16K ﹤0.01%
+900
268
$15K ﹤0.01%
1,086
269
$15K ﹤0.01%
66
-2,053
270
$15K ﹤0.01%
210
-952
271
$15K ﹤0.01%
300
-100
272
$14K ﹤0.01%
150
273
$14K ﹤0.01%
52
274
$14K ﹤0.01%
53
275
$14K ﹤0.01%
100
9 10
11
12 13