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
$1.03B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$17.3M
3 +$11M
4
AROW icon
Arrow Financial
AROW
+$3.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.83M

Top Sells

1 +$17.8M
2 +$10.1M
3 +$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M

Sector Composition

1 Technology 11.06%
2 Financials 9.32%
3 Healthcare 4.32%
4 Communication Services 3.4%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.05M 0.1%
14,823
-130
102
$1.04M 0.1%
4,723
-189
103
$1.03M 0.1%
24,869
-16,552
104
$1.03M 0.1%
6,005
-125
105
$1.02M 0.1%
5,583
106
$996K 0.1%
14,619
-439
107
$969K 0.09%
5,602
-30
108
$949K 0.09%
12,192
-5,795
109
$944K 0.09%
6,820
110
$876K 0.09%
7,188
-227
111
$825K 0.08%
7,726
-7,404
112
$822K 0.08%
6,367
-105
113
$807K 0.08%
2,705
-600
114
$798K 0.08%
8,224
-85
115
$787K 0.08%
8,028
+243
116
$784K 0.08%
4,030
117
$773K 0.08%
9,965
-35
118
$765K 0.07%
3,203
-127
119
$761K 0.07%
2,949
120
$755K 0.07%
7,524
-70
121
$729K 0.07%
3,964
+1,289
122
$654K 0.06%
4,114
+134
123
$647K 0.06%
2,793
-140
124
$639K 0.06%
7,465
125
$584K 0.06%
14,165
+3,746