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
$845M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$7.39M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$1.59M
5
DLTR icon
Dollar Tree
DLTR
+$1.36M

Top Sells

1
+$5.81M
2
+$4.01M
3
+$3.66M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.28M

Sector Composition

1 Financials 14.18%
2 Technology 12%
3 Healthcare 6.83%
4 Consumer Discretionary 5.96%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
200
302
$6K ﹤0.01%
38
303
$6K ﹤0.01%
200
304
$6K ﹤0.01%
10
305
$6K ﹤0.01%
12
306
$6K ﹤0.01%
+140
307
$5K ﹤0.01%
+205
308
$5K ﹤0.01%
500
309
$5K ﹤0.01%
+59
310
$5K ﹤0.01%
176
311
$5K ﹤0.01%
+500
312
$5K ﹤0.01%
+138
313
$5K ﹤0.01%
180
-112
314
$5K ﹤0.01%
236
315
$5K ﹤0.01%
90
316
$5K ﹤0.01%
25
-1,125
317
$5K ﹤0.01%
+131
318
$4K ﹤0.01%
45
-250
319
$4K ﹤0.01%
35
320
$3K ﹤0.01%
59
321
$3K ﹤0.01%
35
-1,029
322
$3K ﹤0.01%
83
323
$3K ﹤0.01%
150
324
$3K ﹤0.01%
25
325
$2K ﹤0.01%
750
10 11 12
13
14