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
$845M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$7.39M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$1.59M
5
DLTR icon
Dollar Tree
DLTR
+$1.36M

Top Sells

1
+$5.81M
2
+$4.01M
3
+$3.66M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.28M

Sector Composition

1 Financials 14.18%
2 Technology 12%
3 Healthcare 6.83%
4 Consumer Discretionary 5.96%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.43%
25,724
+9,664
52
$3.6M 0.43%
21,590
+754
53
$3.5M 0.41%
67,376
+9,743
54
$3.48M 0.41%
56,906
-9,931
55
$3.17M 0.37%
23,197
+3,150
56
$3.16M 0.37%
5,600
57
$3.02M 0.36%
10,339
+3,388
58
$2.99M 0.35%
11,138
+2,195
59
$2.87M 0.34%
16,521
-178
60
$2.85M 0.34%
11,010
+1,110
61
$2.83M 0.33%
7,870
+1,675
62
$2.77M 0.33%
14,712
+3,940
63
$2.75M 0.33%
13,292
+7,688
64
$2.73M 0.32%
30,171
+5,500
65
$2.69M 0.32%
22,962
-1,982
66
$2.67M 0.32%
18,460
-4,120
67
$2.44M 0.29%
31,096
+3,465
68
$2.44M 0.29%
36,652
+19,017
69
$2.4M 0.28%
38,520
+4,317
70
$2.34M 0.28%
19,976
-2,755
71
$2.32M 0.27%
10,813
-800
72
$2.29M 0.27%
13,744
73
$2.29M 0.27%
23,370
-3,342
74
$2.2M 0.26%
21,241
75
$2.16M 0.26%
6,144
-786
1 2
3
4 5