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
$514M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$463K
3
+$434K
4
GLD icon
SPDR Gold Trust
GLD
+$254K
5
INTC icon
Intel
INTC
+$238K

Top Sells

1
+$2.01M
2
+$899K
3
+$814K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$775K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Financials 20.53%
2 Technology 15.89%
3 Healthcare 10.09%
4 Communication Services 8.22%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 1.07%
37,187
-546
27
$5.4M 1.05%
23,274
-797
28
$5.33M 1.04%
25,079
-2
29
$5.01M 0.97%
165,263
-2,071
30
$4.79M 0.93%
61,382
-198
31
$4.78M 0.93%
20,809
-1,221
32
$4.73M 0.92%
128,589
-7,401
33
$4.62M 0.9%
16,896
-2,482
34
$4.6M 0.89%
95,631
+321
35
$4.53M 0.88%
77,689
+1,869
36
$4.24M 0.82%
65,595
+616
37
$4.13M 0.8%
10,968
+11
38
$3.78M 0.73%
75,780
+4,774
39
$3.69M 0.72%
67,167
-875
40
$3.64M 0.71%
81,393
+9,708
41
$3.51M 0.68%
16,864
+646
42
$3.47M 0.67%
50,587
-1,694
43
$3.36M 0.65%
49,189
+240
44
$3.3M 0.64%
21,661
-1,641
45
$3.21M 0.62%
54,633
+10
46
$3.05M 0.59%
55,257
-1,225
47
$3M 0.58%
27,395
+1,832
48
$2.96M 0.57%
20,893
-288
49
$2.86M 0.56%
26,741
-729
50
$2.67M 0.52%
20,561
-35
1
2
3 4 5