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
$431M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$988K
2 +$912K
3 +$612K
4
APD icon
Air Products & Chemicals
APD
+$520K
5
CSCO icon
Cisco
CSCO
+$502K

Top Sells

1 +$1.75M
2 +$1.36M
3 +$901K
4
RTX icon
RTX Corp
RTX
+$780K
5
CAT icon
Caterpillar
CAT
+$641K

Sector Composition

1 Financials 24.09%
2 Healthcare 12.11%
3 Technology 12.07%
4 Consumer Discretionary 8.79%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$15K ﹤0.01%
125
277
$15K ﹤0.01%
780
278
$15K ﹤0.01%
60
279
$15K ﹤0.01%
122
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$15K ﹤0.01%
300
-100
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$14K ﹤0.01%
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100
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$13K ﹤0.01%
50
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$13K ﹤0.01%
812
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$13K ﹤0.01%
125
-4,000
287
$13K ﹤0.01%
540
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$12K ﹤0.01%
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$12K ﹤0.01%
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290
$11K ﹤0.01%
100
291
$11K ﹤0.01%
398
292
$10K ﹤0.01%
1,052
293
$10K ﹤0.01%
322
-169
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$9K ﹤0.01%
86
295
$9K ﹤0.01%
200
296
$8K ﹤0.01%
77
297
$8K ﹤0.01%
100
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$8K ﹤0.01%
100
299
$8K ﹤0.01%
150
300
$7K ﹤0.01%
100