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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.17M
3
+$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1
+$1.16M
2
+$970K
3
+$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
+260
302
$5K ﹤0.01%
+160
303
$5K ﹤0.01%
7
-3
304
$5K ﹤0.01%
+15
305
$5K ﹤0.01%
100
306
$5K ﹤0.01%
+140
307
$5K ﹤0.01%
35
+10
308
$5K ﹤0.01%
200
309
$5K ﹤0.01%
360
310
$4K ﹤0.01%
30
311
$4K ﹤0.01%
365
+100
312
$4K ﹤0.01%
+160
313
$4K ﹤0.01%
100
314
$4K ﹤0.01%
230
+50
315
$4K ﹤0.01%
100
316
$4K ﹤0.01%
+80
317
$4K ﹤0.01%
88
318
$4K ﹤0.01%
60
319
$4K ﹤0.01%
100
320
$4K ﹤0.01%
50
321
$3K ﹤0.01%
+900
322
$3K ﹤0.01%
61
323
$3K ﹤0.01%
30
324
$3K ﹤0.01%
83
+65
325
$3K ﹤0.01%
50
-650
11 12
13
14 15