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
101
$670K 0.18%
9,295
+485
102
$669K 0.18%
+9,275
103
$652K 0.17%
9,111
-60
104
$651K 0.17%
6,024
-246
105
$627K 0.17%
9,412
-883
106
$620K 0.17%
8,030
107
$596K 0.16%
13,258
-184
108
$595K 0.16%
7,744
-455
109
$583K 0.16%
6,673
-277
110
$579K 0.15%
9,939
111
$545K 0.15%
8,720
+94
112
$496K 0.13%
5,882
113
$491K 0.13%
4,728
-215
114
$483K 0.13%
10,849
-2,682
115
$468K 0.13%
1,842
-743
116
$465K 0.12%
8,774
+425
117
$455K 0.12%
16,729
+205
118
$455K 0.12%
9,529
-170
119
$422K 0.11%
6,524
-622
120
$410K 0.11%
6,044
-194
121
$410K 0.11%
6,584
-1,843
122
$406K 0.11%
4,981
-200
123
$399K 0.11%
10,176
124
$361K 0.1%
15,064
125
$358K 0.1%
6,103
-5,951
3 4
5
6 7