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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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$1.63M
3
+$1.19M
4
PSA icon
Public Storage
PSA
+$821K
5
BMY icon
Bristol-Myers Squibb
BMY
+$621K

Top Sells

1
+$1.97M
2
+$1.83M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.24M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$0 ﹤0.01%
6
327
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328
$0 ﹤0.01%
1
329
$0 ﹤0.01%
1
330
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331
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-2,900
332
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-500
333
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-200
334
– –
-918
335
– –
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336
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337
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338
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-100
339
– –
-13,997
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