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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.17M
3
+$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1
+$1.16M
2
+$970K
3
+$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.69%
27,125
+85
52
$2.21M 0.68%
28,518
+2,678
53
$2.19M 0.67%
13,834
-1,561
54
$2.17M 0.67%
25,569
+2,595
55
$2.06M 0.63%
20,619
-1,124
56
$1.96M 0.6%
97,900
+13,700
57
$1.94M 0.6%
41,990
-1,450
58
$1.94M 0.59%
44,080
+3,880
59
$1.93M 0.59%
53,739
+10,225
60
$1.92M 0.59%
63,462
+261
61
$1.88M 0.58%
22,511
+3,160
62
$1.87M 0.57%
20,449
-110
63
$1.84M 0.57%
25,015
-5
64
$1.81M 0.55%
7,500
65
$1.8M 0.55%
58,122
+57,922
66
$1.7M 0.52%
25,619
+665
67
$1.69M 0.52%
30,619
+2,520
68
$1.66M 0.51%
28,295
+20
69
$1.64M 0.5%
23,855
+415
70
$1.62M 0.5%
22,590
-5,150
71
$1.6M 0.49%
28,789
+2,095
72
$1.6M 0.49%
94,829
+3,830
73
$1.56M 0.48%
27,431
+1,940
74
$1.55M 0.48%
26,825
+1,910
75
$1.55M 0.48%
29,528
+1,339
1 2
3
4 5