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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$1.89M
3 +$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1 +$8.3M
2 +$1.61M
3 +$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.09M 1.09%
13,366
+2,649
27
$4.07M 1.09%
80,738
+11,727
28
$4.06M 1.08%
45,129
+1,641
29
$3.86M 1.03%
32,225
-338
30
$3.78M 1.01%
38,675
-744
31
$3.77M 1.01%
32,934
+7,014
32
$3.6M 0.96%
113,193
-4,034
33
$3.59M 0.96%
19,899
-838
34
$3.37M 0.9%
41,438
-15
35
$3.37M 0.9%
25,614
+126
36
$3.31M 0.88%
48,118
+9,646
37
$3.25M 0.87%
62,721
+134
38
$3.22M 0.86%
53,449
+10,664
39
$3.15M 0.84%
187,163
-2,524
40
$3.06M 0.82%
71,640
+12,932
41
$3.04M 0.81%
88,265
-3,047
42
$2.96M 0.79%
68,835
-1,097
43
$2.89M 0.77%
29,274
+736
44
$2.72M 0.73%
20,596
-687
45
$2.72M 0.73%
96,130
+3,330
46
$2.72M 0.73%
16,812
-285
47
$2.69M 0.72%
2,107
+187
48
$2.56M 0.68%
41,329
+2,328
49
$2.56M 0.68%
42,671
-936
50
$2.54M 0.68%
21,230
-3,891