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AF

Arrow Financial Portfolio holdings

AUM $994M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$628K
3
+$543K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1
+$1.46M
2
+$1.24M
3
+$1.11M
4
WFC icon
Wells Fargo
WFC
+$945K
5
GILD icon
Gilead Sciences
GILD
+$888K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
100
327
$3K ﹤0.01%
120
328
$2K ﹤0.01%
20
329
$2K ﹤0.01%
200
330
$2K ﹤0.01%
100
-75
331
$2K ﹤0.01%
100
332
$2K ﹤0.01%
100
333
$2K ﹤0.01%
172
334
$1K ﹤0.01%
+80
335
$1K ﹤0.01%
+39
336
$1K ﹤0.01%
50
-409
337
$1K ﹤0.01%
16
338
$1K ﹤0.01%
+100
339
$0 ﹤0.01%
2
-666
340
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341
– –
-672
342
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343
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344
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– –
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346
$0 ﹤0.01%
1
347
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-40
350
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-125
11 12 13
14
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