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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.23%
9,064
-51
77
$1.71M 0.22%
7,782
-100
78
$1.65M 0.21%
27,797
-257
79
$1.65M 0.21%
31,424
-421
80
$1.63M 0.21%
7,795
-58
81
$1.54M 0.2%
16,060
+175
82
$1.45M 0.19%
6,879
-176
83
$1.42M 0.18%
6,336
-25
84
$1.39M 0.18%
50,459
85
$1.36M 0.18%
17,635
86
$1.35M 0.17%
8,355
87
$1.35M 0.17%
3,904
-220
88
$1.35M 0.17%
10,572
-23
89
$1.34M 0.17%
7,443
-13
90
$1.3M 0.17%
17,333
-32,914
91
$1.26M 0.16%
61,921
+284
92
$1.25M 0.16%
60,110
+7,550
93
$1.24M 0.16%
13,189
+2,504
94
$1.21M 0.16%
32,200
95
$1.21M 0.16%
20,015
96
$1.1M 0.14%
8,277
-126
97
$1.08M 0.14%
5,604
+1,036
98
$1.06M 0.14%
42,750
+883
99
$1.05M 0.14%
9,084
+175
100
$1.05M 0.14%
40,383
+1,070
2 3
4
5 6