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
$431M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$988K
2 +$912K
3 +$612K
4
APD icon
Air Products & Chemicals
APD
+$520K
5
CSCO icon
Cisco
CSCO
+$502K

Top Sells

1 +$1.75M
2 +$1.36M
3 +$901K
4
RTX icon
RTX Corp
RTX
+$780K
5
CAT icon
Caterpillar
CAT
+$641K

Sector Composition

1 Financials 24.09%
2 Healthcare 12.11%
3 Technology 12.07%
4 Consumer Discretionary 8.79%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-75
377
-148
378
-200
379
-33
380
-420