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
$370M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$1.54M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$744K

Top Sells

1
+$1.2M
2
+$1.14M
3
+$884K
4
BIIB icon
Biogen
BIIB
+$876K
5
ETN icon
Eaton
ETN
+$857K

Sector Composition

1 Financials 23.87%
2 Healthcare 12.45%
3 Technology 11.6%
4 Industrials 9.37%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
230
327
$4K ﹤0.01%
65
-65
328
$4K ﹤0.01%
30
329
$3K ﹤0.01%
+45
330
$3K ﹤0.01%
+15
331
$3K ﹤0.01%
100
332
$3K ﹤0.01%
53
333
$3K ﹤0.01%
191
334
$3K ﹤0.01%
120
335
$3K ﹤0.01%
95
336
$3K ﹤0.01%
265
337
$3K ﹤0.01%
83
338
$2K ﹤0.01%
50
339
$2K ﹤0.01%
50
340
$2K ﹤0.01%
+25
341
$2K ﹤0.01%
55
342
$1K ﹤0.01%
16
343
$1K ﹤0.01%
3
344
$1K ﹤0.01%
25
345
$1K ﹤0.01%
+20
346
$1K ﹤0.01%
50
347
$1K ﹤0.01%
+135
348
– –
-40
349
– –
-1
350
– –
-600
11 12 13
14
15