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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.21M 1.02%
140,101
+1,343
27
$5.12M 1%
35,394
+1,811
28
$4.92M 0.96%
53,102
+1,573
29
$4.8M 0.94%
29,536
-986
30
$4.75M 0.93%
16,147
-505
31
$4.71M 0.92%
14,513
+496
32
$4.57M 0.89%
9,092
+370
33
$4.47M 0.87%
78,411
+566
34
$4.36M 0.85%
24,621
-958
35
$4.29M 0.84%
39,648
-440
36
$3.87M 0.75%
55,392
-3,271
37
$3.79M 0.74%
95,730
+2,250
38
$3.76M 0.73%
31,205
-3,783
39
$3.7M 0.72%
33,204
+690
40
$3.42M 0.67%
71,251
+8,405
41
$3.37M 0.66%
70,158
-3,518
42
$3.35M 0.65%
54,646
-2,888
43
$3.17M 0.62%
33,580
-2,242
44
$3.13M 0.61%
10,631
+305
45
$2.92M 0.57%
48,762
-6,465
46
$2.88M 0.56%
47,206
+330
47
$2.87M 0.56%
15,862
-1,948
48
$2.83M 0.55%
44,078
+10,852
49
$2.78M 0.54%
54,457
-5,767
50
$2.7M 0.53%
50,995
-5,267
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