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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
100
277
$12K ﹤0.01%
1,052
278
$11K ﹤0.01%
450
-90
279
$10K ﹤0.01%
160
280
$9K ﹤0.01%
44
281
$9K ﹤0.01%
200
282
$8K ﹤0.01%
100
283
$8K ﹤0.01%
121
284
$7K ﹤0.01%
171
285
$6K ﹤0.01%
73
286
$6K ﹤0.01%
100
287
$6K ﹤0.01%
87
288
$6K ﹤0.01%
20
289
$6K ﹤0.01%
300
290
$5K ﹤0.01%
236
291
$5K ﹤0.01%
260
292
$4K ﹤0.01%
99
293
$4K ﹤0.01%
264
294
$4K ﹤0.01%
34
295
$4K ﹤0.01%
12
296
$4K ﹤0.01%
50
297
$4K ﹤0.01%
80
298
$4K ﹤0.01%
126
299
$3K ﹤0.01%
50
-25
300
$3K ﹤0.01%
25
-30
10 11
12
13 14