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
26
$3.6M 0.97%
127,645
+1,581
27
$3.43M 0.93%
106,216
+214
28
$3.43M 0.93%
59,064
+515
29
$3.26M 0.88%
59,003
+241
30
$3.13M 0.85%
39,566
+296
31
$3.07M 0.83%
72,466
-910
32
$3.03M 0.82%
30,406
+408
33
$3.01M 0.81%
61,529
+4,887
34
$2.99M 0.81%
34,792
-560
35
$2.88M 0.78%
54,471
+658
36
$2.87M 0.78%
26,449
-46
37
$2.85M 0.77%
32,107
+425
38
$2.82M 0.76%
24,464
-111
39
$2.81M 0.76%
105,371
-190
40
$2.79M 0.75%
181,464
+3,990
41
$2.77M 0.75%
32,296
-90
42
$2.71M 0.73%
39,035
+159
43
$2.51M 0.68%
14,983
+240
44
$2.5M 0.68%
53,079
-197
45
$2.49M 0.67%
21,048
-15
46
$2.48M 0.67%
11,139
+4,829
47
$2.43M 0.66%
110,625
+1,600
48
$2.4M 0.65%
29,020
-9,680
49
$2.36M 0.64%
23,424
-159
50
$2.36M 0.64%
31,276
-55