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
$418M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$1.4M
3 +$1.16M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.04M
5
AROW icon
Arrow Financial
AROW
+$968K

Top Sells

1 +$1.72M
2 +$1.54M
3 +$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M

Sector Composition

1 Financials 24.43%
2 Healthcare 10.75%
3 Technology 9.86%
4 Industrials 8.62%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$917K 0.22%
13,466
-275
102
$866K 0.21%
19,706
-17,907
103
$859K 0.21%
15,093
+4,502
104
$851K 0.2%
9,400
+620
105
$818K 0.2%
15,747
+1,421
106
$798K 0.19%
11,287
-255
107
$783K 0.19%
11,771
-1,595
108
$781K 0.19%
10,769
-60
109
$778K 0.19%
11,813
-10,380
110
$766K 0.18%
25,920
+2,212
111
$756K 0.18%
18,984
-27,871
112
$706K 0.17%
9,481
-100
113
$706K 0.17%
6,888
114
$646K 0.15%
11,749
-2,196
115
$635K 0.15%
7,880
-56
116
$629K 0.15%
8,487
-75
117
$621K 0.15%
12,755
-200
118
$615K 0.15%
4,055
-300
119
$604K 0.14%
6,799
120
$584K 0.14%
7,530
-106
121
$565K 0.14%
10,376
-11,620
122
$561K 0.13%
8,030
123
$555K 0.13%
5,168
+2,153
124
$549K 0.13%
6,119
+5,369
125
$541K 0.13%
8,326
-375