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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.39%
20,836
-72
52
$3.01M 0.39%
22,580
-280
53
$2.96M 0.38%
22,917
+233
54
$2.75M 0.36%
24,944
-612
55
$2.67M 0.34%
5,600
56
$2.66M 0.34%
21,241
+12,150
57
$2.6M 0.34%
26,712
-21,975
58
$2.49M 0.32%
16,699
-45
59
$2.31M 0.3%
22,731
-3,537
60
$2.25M 0.29%
20,047
-474
61
$2.17M 0.28%
27,631
-270
62
$2.16M 0.28%
8,943
+490
63
$2.15M 0.28%
6,195
-26
64
$2.12M 0.27%
11,613
-204
65
$2.07M 0.27%
10,772
-27
66
$2.05M 0.26%
13,744
+2,000
67
$2.02M 0.26%
34,203
-298
68
$2.01M 0.26%
9,900
+15
69
$2.01M 0.26%
77,409
+6,050
70
$1.95M 0.25%
24,671
+622
71
$1.94M 0.25%
6,930
72
$1.91M 0.25%
73,316
73
$1.89M 0.24%
24,033
-5,443
74
$1.88M 0.24%
6,951
-1
75
$1.8M 0.23%
4,767
-150
1 2
3
4 5