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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.17M
3
+$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1
+$1.16M
2
+$970K
3
+$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.47%
18,509
+2,125
77
$1.51M 0.46%
21,448
-17
78
$1.49M 0.46%
47,377
+350
79
$1.44M 0.44%
20,008
-2,135
80
$1.42M 0.44%
12,430
-155
81
$1.4M 0.43%
27,900
-150
82
$1.38M 0.42%
20,600
-1,800
83
$1.36M 0.42%
72,972
+62,857
84
$1.34M 0.41%
91,905
+65
85
$1.33M 0.41%
47,340
-4,640
86
$1.26M 0.39%
26,230
+1,421
87
$1.22M 0.38%
19,586
-2,685
88
$1.15M 0.35%
23,988
-215
89
$1.11M 0.34%
9,195
-295
90
$1.09M 0.34%
48,564
-782
91
$1.09M 0.34%
24,280
92
$1.09M 0.33%
16,818
-410
93
$1.09M 0.33%
7,550
+295
94
$1.04M 0.32%
24,865
+371
95
$1.01M 0.31%
12,990
-2,787
96
$997K 0.31%
15,795
-3,698
97
$987K 0.3%
38,610
+2,875
98
$966K 0.3%
17,224
-5,523
99
$948K 0.29%
13,784
+2,720
100
$946K 0.29%
14,780
+2,710
2 3
4
5 6