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
301
$6K ﹤0.01%
100
302
$6K ﹤0.01%
90
303
$5K ﹤0.01%
+185
304
$5K ﹤0.01%
23
305
$5K ﹤0.01%
+200
306
$5K ﹤0.01%
38
307
$5K ﹤0.01%
+200
308
$5K ﹤0.01%
236
309
$5K ﹤0.01%
12
310
– –
0
311
$4K ﹤0.01%
500
312
$4K ﹤0.01%
25
313
$3K ﹤0.01%
750
314
$3K ﹤0.01%
59
315
$3K ﹤0.01%
100
-121
316
$3K ﹤0.01%
35
317
$3K ﹤0.01%
83
318
$3K ﹤0.01%
63
-100
319
$3K ﹤0.01%
+150
320
$3K ﹤0.01%
65
321
$2K ﹤0.01%
67
322
$1K ﹤0.01%
43
323
$1K ﹤0.01%
50
324
$1K ﹤0.01%
+37
325
– –
-240
10 11 12
13
14