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
101
$1.03M 0.13%
40,719
+3,900
102
$1.01M 0.13%
6,649
+1,275
103
$976K 0.13%
7,985
+258
104
$973K 0.13%
4,865
-65
105
$943K 0.12%
15,216
106
$909K 0.12%
13,003
-37
107
$904K 0.12%
8,381
-122
108
$900K 0.12%
5,325
-65
109
$880K 0.11%
12,045
-54
110
$867K 0.11%
8,852
111
$865K 0.11%
4,399
112
$837K 0.11%
4,951
-25
113
$837K 0.11%
12,500
114
$814K 0.11%
5,549
-18
115
$802K 0.1%
11,842
+625
116
$789K 0.1%
9,179
117
$784K 0.1%
2,955
-380
118
$768K 0.1%
28,586
+1,385
119
$762K 0.1%
2,978
-35
120
$748K 0.1%
9,331
121
$733K 0.09%
9,701
122
$703K 0.09%
11,018
+37
123
$689K 0.09%
26,199
+1,884
124
$667K 0.09%
2,885
-35
125
$631K 0.08%
23,787
+2,252
3 4
5
6 7