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
$418M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.4M
3
+$1.16M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.04M
5
AROW icon
Arrow Financial
AROW
+$968K

Top Sells

1
+$1.72M
2
+$1.54M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M

Sector Composition

1 Financials 24.43%
2 Healthcare 10.75%
3 Technology 9.86%
4 Industrials 8.62%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.97%
18,347
-140
27
$3.78M 0.9%
98,888
+511
28
$3.71M 0.89%
1,986
+128
29
$3.71M 0.89%
83,270
-3,173
30
$3.7M 0.89%
70,230
+1,032
31
$3.7M 0.89%
71,231
-526
32
$3.63M 0.87%
65,533
-5,835
33
$3.52M 0.84%
27,517
-321
34
$3.49M 0.83%
8,256
+184
35
$3.42M 0.82%
55,052
-11,435
36
$3.32M 0.79%
31,233
-16,160
37
$3.17M 0.76%
15,000
38
$3.1M 0.74%
22,330
+1,955
39
$3.08M 0.74%
23,697
-510
40
$3.07M 0.73%
20,852
-3,016
41
$2.97M 0.71%
13,667
-272
42
$2.97M 0.71%
123,165
+6,105
43
$2.96M 0.71%
15,972
-95
44
$2.95M 0.71%
44,774
+3,951
45
$2.95M 0.71%
121,644
-555
46
$2.91M 0.7%
64,140
-30,800
47
$2.84M 0.68%
18,534
-768
48
$2.76M 0.66%
25,377
-206
49
$2.76M 0.66%
33,395
+1,003
50
$2.73M 0.65%
54,550
-2,219
1
2
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