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
$370M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$1.54M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$744K

Top Sells

1
+$1.2M
2
+$1.14M
3
+$884K
4
BIIB icon
Biogen
BIIB
+$876K
5
ETN icon
Eaton
ETN
+$857K

Sector Composition

1 Financials 23.87%
2 Healthcare 12.45%
3 Technology 11.6%
4 Industrials 9.37%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$735K 0.2%
6,600
-245
127
$718K 0.19%
20,000
128
$717K 0.19%
11,240
+35
129
$690K 0.19%
12,760
+1,280
130
$645K 0.17%
24,024
-130
131
$595K 0.16%
4,680
-394
132
$572K 0.15%
3,440
+426
133
$569K 0.15%
30,445
-64,144
134
$558K 0.15%
+8,750
135
$550K 0.15%
5,454
-541
136
$546K 0.15%
10,030
137
$529K 0.14%
5,844
+10
138
$515K 0.14%
8,284
+9
139
$514K 0.14%
10,911
-830
140
$503K 0.14%
19,115
-1,835
141
$499K 0.13%
6,475
-11,124
142
$498K 0.13%
20,025
+740
143
$490K 0.13%
5,656
+160
144
$485K 0.13%
11,592
+240
145
$455K 0.12%
11,736
-340
146
$449K 0.12%
6,555
-1,060
147
$428K 0.12%
7,379
-205
148
$424K 0.11%
6,135
+200
149
$372K 0.1%
9,877
-975
150
$361K 0.1%
18,115
+2,848
4 5
6
7 8