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
$403M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1 +$754K
2 +$672K
3 +$619K
4
XTL icon
SPDR S&P Telecom ETF
XTL
+$558K
5
KR icon
Kroger
KR
+$510K

Top Sells

1 +$1.74M
2 +$1.2M
3 +$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
HAIN icon
Hain Celestial
HAIN
+$956K

Sector Composition

1 Financials 27.77%
2 Healthcare 10.57%
3 Technology 9.35%
4 Industrials 8.16%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$13K ﹤0.01%
200
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278
$13K ﹤0.01%
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171
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$12K ﹤0.01%
1,052
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50
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300
$9K ﹤0.01%
125