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
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$635K
3
+$536K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1
+$1.46M
2
+$1.32M
3
+$1.11M
4
WFC icon
Wells Fargo
WFC
+$874K
5
GILD icon
Gilead Sciences
GILD
+$865K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.99%
54,573
-7,609
27
$3.67M 0.93%
24,171
-159
28
$3.46M 0.88%
38,944
-2,098
29
$3.45M 0.88%
107,529
-4,257
30
$3.37M 0.86%
34,228
-4,018
31
$3.37M 0.86%
98,072
-823
32
$3.15M 0.8%
28,355
-445
33
$3.13M 0.8%
80,991
+1,891
34
$3.08M 0.78%
48,241
-755
35
$3.08M 0.78%
19,073
-664
36
$3.04M 0.77%
70,890
-2,095
37
$3M 0.76%
73,370
-2,541
38
$2.92M 0.74%
16,695
-375
39
$2.76M 0.7%
26,445
-1,013
40
$2.76M 0.7%
19,292
-681
41
$2.74M 0.7%
50,902
-2,951
42
$2.69M 0.69%
23,694
-285
43
$2.67M 0.68%
68,582
-919
44
$2.63M 0.67%
7,256
-4
45
$2.61M 0.66%
32,445
+1,005
46
$2.55M 0.65%
26,184
-1,086
47
$2.51M 0.64%
19,533
-797
48
$2.48M 0.63%
158,190
-25,807
49
$2.46M 0.63%
65,106
-3,580
50
$2.42M 0.61%
44,669
-1,821
1
2
3 4 5