AF
Arrow Financial Portfolio holdings
AUM
$950M
1-Year Return
12.15%
This Quarter Return
+0.19%
1 Year Return
+12.15%
3 Year Return
+52.94%
5 Year Return
+86.42%
10 Year Return
+238.09%
AUM
$377M
AUM Growth
+$2.42M
(+0.65%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
29.29%
Holding
537
New
20
Increased
87
Reduced
137
Closed
185
Top Buys
| 1 |
Tesla
TSLA
|
+$1.7M |
| 2 |
General Mills
GIS
|
+$1.31M |
| 3 |
PayPal
PYPL
|
+$1.2M |
| 4 |
Capital One
COF
|
+$1.19M |
| 5 |
Kroger
KR
|
+$1.11M |
Top Sells
| 1 |
Caterpillar
CAT
|
+$1.12M |
| 2 |
Helmerich & Payne
HP
|
+$1.11M |
| 3 |
Amazon
AMZN
|
+$1.07M |
| 4 |
WWAV
The WhiteWave Foods Company
WWAV
|
+$796K |
| 5 |
Biogen
BIIB
|
+$580K |
Sector Composition
| 1 | Financials | 23.92% |
| 2 | Healthcare | 12.31% |
| 3 | Technology | 10.72% |
| 4 | Consumer Discretionary | 9.2% |
| 5 | Communication Services | 8.79% |
