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
$1.03B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.3M
3
+$11M
4
AROW icon
Arrow Financial
AROW
+$3.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.83M

Top Sells

1
+$17.8M
2
+$10.1M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M

Sector Composition

1 Technology 11.06%
2 Financials 9.32%
3 Healthcare 4.32%
4 Communication Services 3.4%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.43%
83,323
-211
52
$4.37M 0.43%
20,476
-686
53
$4.18M 0.41%
61,744
-157
54
$4.08M 0.4%
13,065
+3,524
55
$4.01M 0.39%
36,399
-3,027
56
$3.96M 0.39%
7,269
-5,464
57
$3.94M 0.38%
7,737
-458
58
$3.59M 0.35%
5,322
-1,328
59
$3.57M 0.35%
53,562
-3,361
60
$3.41M 0.33%
80,282
-3,521
61
$3.4M 0.33%
32,716
-8,397
62
$3.36M 0.33%
20,397
-575
63
$3.23M 0.31%
32,512
+448
64
$3.16M 0.31%
12,654
-138
65
$3.14M 0.31%
13,887
-690
66
$2.93M 0.29%
11,494
+182
67
$2.86M 0.28%
31,518
+2,642
68
$2.82M 0.27%
6,006
+315
69
$2.74M 0.27%
28,172
+313
70
$2.59M 0.25%
37,101
+1,006
71
$2.54M 0.25%
53,421
-29,589
72
$2.4M 0.23%
15,365
-54
73
$2.32M 0.23%
12,624
-667
74
$2.29M 0.22%
15,442
+16
75
$2.02M 0.2%
11,912
+2,968
1 2
3
4 5