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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.17M
3
+$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1
+$1.16M
2
+$970K
3
+$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$458K 0.14%
+9,048
127
$445K 0.14%
8,671
-1,732
128
$444K 0.14%
12,230
-4,430
129
$425K 0.13%
8,145
130
$401K 0.12%
7,970
+35
131
$387K 0.12%
8,138
-135
132
$372K 0.11%
10,435
-635
133
$359K 0.11%
10,447
-325
134
$304K 0.09%
12,250
-1,940
135
$301K 0.09%
3,430
+750
136
$295K 0.09%
+14,845
137
$282K 0.09%
+7,575
138
$281K 0.09%
3,149
+2,899
139
$280K 0.09%
+4,986
140
$274K 0.08%
3,214
-200
141
$272K 0.08%
5,544
-1,166
142
$271K 0.08%
15,495
+2,074
143
$261K 0.08%
+12,940
144
$260K 0.08%
+5,535
145
$242K 0.07%
13,795
+13,545
146
$235K 0.07%
4,265
147
$220K 0.07%
23,066
-3,074
148
$212K 0.07%
6,418
+1,018
149
$205K 0.06%
2,650
-1,125
150
$196K 0.06%
6,105
+850
4 5
6
7 8