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
$459M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.23M
3 +$768K
4
ORCL icon
Oracle
ORCL
+$750K
5
SO icon
Southern Company
SO
+$508K

Top Sells

1 +$24.6M
2 +$3.91M
3 +$3.08M
4
V icon
Visa
V
+$2.1M
5
AROW icon
Arrow Financial
AROW
+$1.83M

Sector Composition

1 Financials 20.36%
2 Technology 15.77%
3 Healthcare 10.28%
4 Consumer Discretionary 8.27%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-7,100
327
-50
328
-150
329
-919
330
-100
331
-3,350
332
-115
333
$0 ﹤0.01%
22
334
-500