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
$431M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$912K
3
+$612K
4
APD icon
Air Products & Chemicals
APD
+$520K
5
CSCO icon
Cisco
CSCO
+$502K

Top Sells

1
+$1.75M
2
+$1.36M
3
+$901K
4
RTX icon
RTX Corp
RTX
+$780K
5
CAT icon
Caterpillar
CAT
+$641K

Sector Composition

1 Financials 24.09%
2 Healthcare 12.11%
3 Technology 12.07%
4 Consumer Discretionary 8.79%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.52%
30,190
+29
52
$2.24M 0.52%
12,334
-141
53
$2.2M 0.51%
41,295
+2,080
54
$2.12M 0.49%
15,268
-32
55
$2.11M 0.49%
26,418
56
$1.96M 0.45%
33,340
-200
57
$1.93M 0.45%
22,925
-905
58
$1.91M 0.44%
70,110
-70
59
$1.87M 0.43%
13,035
+390
60
$1.85M 0.43%
10,486
-15
61
$1.79M 0.41%
21,854
-62
62
$1.74M 0.4%
37,074
+270
63
$1.73M 0.4%
35,704
+5,464
64
$1.71M 0.4%
4,490
+250
65
$1.7M 0.39%
13,587
-906
66
$1.61M 0.37%
53,110
-44,870
67
$1.59M 0.37%
9,171
68
$1.59M 0.37%
5,979
+960
69
$1.55M 0.36%
32,544
+1,160
70
$1.54M 0.36%
8,801
+13
71
$1.41M 0.33%
11,894
-182
72
$1.4M 0.32%
10,370
-52
73
$1.39M 0.32%
17,500
74
$1.39M 0.32%
21,024
+14,918
75
$1.39M 0.32%
17,348
+259
1 2
3
4 5