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
501
$1K ﹤0.01%
100
502
$1K ﹤0.01%
+21
503
$1K ﹤0.01%
50
504
$1K ﹤0.01%
+13
505
$1K ﹤0.01%
+98
506
$1K ﹤0.01%
+44
507
$1K ﹤0.01%
+10
508
$1K ﹤0.01%
+17
509
$1K ﹤0.01%
+23
510
$1K ﹤0.01%
+45
511
$1K ﹤0.01%
+315
512
– –
-350
513
$0 ﹤0.01%
+6
514
– –
-265
515
– –
-120
516
$0 ﹤0.01%
+345
517
– –
-7,500
518
– –
-210
519
– –
-760
520
– –
-240
521
– –
-336
522
– –
-50,100
523
– –
-500
524
– –
-250
525
$0 ﹤0.01%
+10
18 19 20
21
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