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
$418M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.4M
3
+$1.16M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.04M
5
AROW icon
Arrow Financial
AROW
+$968K

Top Sells

1
+$1.72M
2
+$1.54M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M

Sector Composition

1 Financials 24.43%
2 Healthcare 10.75%
3 Technology 9.86%
4 Industrials 8.62%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
240
-18
277
$13K ﹤0.01%
50
278
$13K ﹤0.01%
415
279
$13K ﹤0.01%
200
280
$12K ﹤0.01%
465
281
$12K ﹤0.01%
120
282
$12K ﹤0.01%
150
283
$12K ﹤0.01%
155
-115
284
$12K ﹤0.01%
75
285
$11K ﹤0.01%
200
286
$11K ﹤0.01%
200
287
$10K ﹤0.01%
200
288
$10K ﹤0.01%
1,052
289
$10K ﹤0.01%
+400
290
$10K ﹤0.01%
60
291
$10K ﹤0.01%
393
292
$10K ﹤0.01%
210
293
$10K ﹤0.01%
540
294
$10K ﹤0.01%
80
295
$9K ﹤0.01%
30
296
$9K ﹤0.01%
125
297
$9K ﹤0.01%
100
298
$9K ﹤0.01%
+235
299
$9K ﹤0.01%
122
300
$8K ﹤0.01%
65
10 11
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