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
$459M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.23M
3
+$768K
4
ORCL icon
Oracle
ORCL
+$750K
5
SO icon
Southern Company
SO
+$508K

Top Sells

1
+$24.6M
2
+$3.91M
3
+$3.08M
4
V icon
Visa
V
+$2.1M
5
AROW icon
Arrow Financial
AROW
+$1.83M

Sector Composition

1 Financials 20.36%
2 Technology 15.77%
3 Healthcare 10.28%
4 Consumer Discretionary 8.27%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K ﹤0.01%
115
-171
277
$8K ﹤0.01%
425
-200
278
$8K ﹤0.01%
300
279
$8K ﹤0.01%
200
280
$8K ﹤0.01%
44
281
$7K ﹤0.01%
100
282
$7K ﹤0.01%
121
283
$6K ﹤0.01%
660
-350
284
$6K ﹤0.01%
87
285
$6K ﹤0.01%
+426
286
$6K ﹤0.01%
171
287
$6K ﹤0.01%
15
288
$6K ﹤0.01%
160
289
$6K ﹤0.01%
99
290
$6K ﹤0.01%
+55
291
$5K ﹤0.01%
73
292
$5K ﹤0.01%
234
293
$5K ﹤0.01%
189
-62
294
$5K ﹤0.01%
29
295
$5K ﹤0.01%
126
296
$5K ﹤0.01%
43
297
$5K ﹤0.01%
30
-1,500
298
$4K ﹤0.01%
34
299
$4K ﹤0.01%
100
300
$4K ﹤0.01%
65
10 11
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