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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$1.89M
3
+$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1
+$8.3M
2
+$1.61M
3
+$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.38%
61,958
+20,000
77
$1.43M 0.38%
14,897
+1,427
78
$1.39M 0.37%
12,500
+5,500
79
$1.36M 0.36%
20,000
-1,913
80
$1.23M 0.33%
47,428
-321
81
$1.23M 0.33%
18,389
-15,159
82
$1.15M 0.31%
22,028
+13,604
83
$1.11M 0.3%
23,976
-2,300
84
$1.1M 0.29%
27,197
+4,079
85
$1.1M 0.29%
20,495
-300
86
$947K 0.25%
13,380
-4,465
87
$925K 0.25%
13,246
-16,941
88
$915K 0.24%
43,755
+462
89
$885K 0.24%
10,071
+75
90
$867K 0.23%
12,932
-10,077
91
$820K 0.22%
22,665
+3,383
92
$795K 0.21%
18,557
93
$788K 0.21%
10,078
+60
94
$767K 0.2%
41,901
-9,158
95
$758K 0.2%
10,943
-2,469
96
$751K 0.2%
12,667
-100
97
$734K 0.2%
29,312
98
$727K 0.19%
9,568
-200
99
$694K 0.19%
8,188
-30
100
$673K 0.18%
+25,200
2 3
4
5 6