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
$403M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$672K
3
+$619K
4
XTL icon
SPDR S&P Telecom ETF
XTL
+$558K
5
KR icon
Kroger
KR
+$510K

Top Sells

1
+$1.74M
2
+$1.2M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
HAIN icon
Hain Celestial
HAIN
+$956K

Sector Composition

1 Financials 27.77%
2 Healthcare 10.57%
3 Technology 9.35%
4 Industrials 8.16%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.58%
80,754
-237
52
$2.3M 0.57%
26,395
53
$2.29M 0.57%
63,036
-2,070
54
$2.27M 0.56%
42,697
+130
55
$2.22M 0.55%
57,798
-157
56
$2.08M 0.52%
36,825
+6,475
57
$2.07M 0.51%
145,470
+1,350
58
$2.07M 0.51%
17,555
-1,737
59
$2.04M 0.51%
14,901
-151
60
$2.02M 0.5%
28,164
-1,826
61
$2M 0.5%
39,886
-12,378
62
$1.99M 0.49%
12,500
63
$1.98M 0.49%
37,750
+8,546
64
$1.98M 0.49%
20,478
-150
65
$1.91M 0.47%
35,804
-5,253
66
$1.91M 0.47%
39,491
+10,252
67
$1.9M 0.47%
82,500
-156
68
$1.89M 0.47%
63,332
-9,860
69
$1.85M 0.46%
22,007
-41
70
$1.8M 0.45%
12,087
-221
71
$1.79M 0.44%
14,915
+1,284
72
$1.76M 0.44%
20,859
-1,890
73
$1.76M 0.44%
42,467
+394
74
$1.73M 0.43%
50,100
+14,775
75
$1.73M 0.43%
6,090
-120
1 2
3
4 5