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
$514M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$463K
3
+$434K
4
GLD icon
SPDR Gold Trust
GLD
+$254K
5
INTC icon
Intel
INTC
+$238K

Top Sells

1
+$2.01M
2
+$899K
3
+$814K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$775K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Financials 20.53%
2 Technology 15.89%
3 Healthcare 10.09%
4 Communication Services 8.22%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.52%
42,871
-376
52
$2.53M 0.49%
6,600
-400
53
$2.39M 0.46%
30,941
-667
54
$2.27M 0.44%
26,854
-331
55
$2.19M 0.43%
31,327
-1,655
56
$2.17M 0.42%
6,084
+36
57
$2.1M 0.41%
8,067
-1,100
58
$2.09M 0.41%
23,900
-3,180
59
$2.05M 0.4%
27,582
+41
60
$1.99M 0.39%
11,788
+100
61
$1.92M 0.37%
46,589
-2,460
62
$1.86M 0.36%
19,974
+495
63
$1.8M 0.35%
8,331
-55
64
$1.76M 0.34%
32,106
-185
65
$1.7M 0.33%
10,606
-319
66
$1.7M 0.33%
6,930
-2,025
67
$1.7M 0.33%
7,738
-366
68
$1.67M 0.32%
10,158
+515
69
$1.66M 0.32%
22,973
+320
70
$1.64M 0.32%
17,635
71
$1.63M 0.32%
13,920
-30
72
$1.61M 0.31%
14,938
+574
73
$1.49M 0.29%
13,162
74
$1.45M 0.28%
6,773
+30
75
$1.38M 0.27%
3,884
+249
1 2
3
4 5