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
$514M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$463K
3
+$434K
4
GLD icon
SPDR Gold Trust
GLD
+$254K
5
INTC icon
Intel
INTC
+$238K

Top Sells

1
+$2.01M
2
+$899K
3
+$814K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$775K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Financials 20.53%
2 Technology 15.89%
3 Healthcare 10.09%
4 Communication Services 8.22%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.27%
6,979
-197
77
$1.35M 0.26%
29,046
-240
78
$1.35M 0.26%
5,122
79
$1.33M 0.26%
8,950
+116
80
$1.32M 0.26%
5,831
+285
81
$1.32M 0.26%
8,229
82
$1.14M 0.22%
38,738
83
$1.09M 0.21%
50,274
+3,084
84
$1.08M 0.21%
20,015
85
$1.02M 0.2%
8,500
-77
86
$1.02M 0.2%
13,539
-295
87
$994K 0.19%
39,897
+5,813
88
$977K 0.19%
17,272
-709
89
$962K 0.19%
15,648
+352
90
$955K 0.19%
27,774
+6,650
91
$925K 0.18%
5,250
92
$914K 0.18%
8,529
-27
93
$870K 0.17%
7,419
-800
94
$869K 0.17%
9,824
95
$856K 0.17%
10,004
96
$854K 0.17%
3,700
97
$854K 0.17%
5,758
-4,286
98
$852K 0.17%
5,831
+66
99
$835K 0.16%
32,666
+1,952
100
$826K 0.16%
8,355
2 3
4
5 6