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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K ﹤0.01%
1,345
277
$13K ﹤0.01%
450
278
$13K ﹤0.01%
200
279
$13K ﹤0.01%
100
280
$13K ﹤0.01%
52
281
$13K ﹤0.01%
150
282
$12K ﹤0.01%
200
283
$12K ﹤0.01%
85
284
$11K ﹤0.01%
510
285
$10K ﹤0.01%
100
286
$10K ﹤0.01%
87
287
$9K ﹤0.01%
44
288
$9K ﹤0.01%
500
289
$9K ﹤0.01%
292
-4,276
290
$9K ﹤0.01%
73
291
$7K ﹤0.01%
121
292
$7K ﹤0.01%
+142
293
$7K ﹤0.01%
+200
294
$7K ﹤0.01%
72
295
$7K ﹤0.01%
99
296
$6K ﹤0.01%
90
297
$6K ﹤0.01%
100
298
$6K ﹤0.01%
10
299
$6K ﹤0.01%
100
-32
300
$6K ﹤0.01%
234
10 11
12
13 14