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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.47%
27,642
-116
52
$2.38M 0.46%
25,930
-50
53
$2.35M 0.46%
8,000
-4,500
54
$2.34M 0.46%
23,078
+1,260
55
$2.18M 0.42%
25,466
+14,695
56
$2.14M 0.42%
39,929
+735
57
$2.13M 0.42%
31,900
-800
58
$1.97M 0.38%
10,146
59
$1.9M 0.37%
21,910
-4,298
60
$1.87M 0.36%
33,711
-1,699
61
$1.85M 0.36%
31,149
-2,871
62
$1.84M 0.36%
20,897
+3,890
63
$1.75M 0.34%
28,968
-4,776
64
$1.74M 0.34%
11,510
-86
65
$1.71M 0.33%
16,643
-95
66
$1.68M 0.33%
8,864
+760
67
$1.68M 0.33%
8,699
-1,179
68
$1.68M 0.33%
17,939
+1,200
69
$1.65M 0.32%
5,513
+341
70
$1.62M 0.32%
4,975
+121
71
$1.62M 0.32%
14,297
-2,587
72
$1.52M 0.3%
10,566
-266
73
$1.5M 0.29%
8,491
+965
74
$1.4M 0.27%
13,748
-1,159
75
$1.4M 0.27%
7,080
-1,996
1 2
3
4 5