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
51
$2.47M 0.66%
16,575
+7,910
52
$2.45M 0.65%
40,505
-17,613
53
$2.41M 0.64%
7,714
-350
54
$2.17M 0.58%
6,384
+2,319
55
$2.17M 0.58%
27,686
-800
56
$2.09M 0.56%
57,278
-2,671
57
$2.07M 0.55%
25,283
+3,302
58
$2.02M 0.54%
43,207
+1,346
59
$1.99M 0.53%
43,070
-7,578
60
$1.96M 0.52%
20,669
+58
61
$1.91M 0.51%
50,577
+50,090
62
$1.9M 0.51%
73,232
-7,800
63
$1.85M 0.5%
15,760
-45
64
$1.79M 0.48%
15,622
+4,900
65
$1.76M 0.47%
86,376
+27,357
66
$1.75M 0.47%
40,839
-393
67
$1.71M 0.46%
13,583
-38
68
$1.71M 0.46%
19,449
+1,633
69
$1.65M 0.44%
46,596
+144
70
$1.62M 0.43%
13,715
-10
71
$1.62M 0.43%
28,038
+107
72
$1.61M 0.43%
23,175
-991
73
$1.6M 0.43%
38,846
-267
74
$1.48M 0.4%
+41,980
75
$1.45M 0.39%
37,172
+4,242
1 2
3
4 5