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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$1.89M
3
+$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1
+$8.3M
2
+$1.61M
3
+$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$356K 0.1%
6,735
+1,660
127
$349K 0.09%
6,909
+215
128
$335K 0.09%
3,214
-190
129
$334K 0.09%
5,692
+525
130
$323K 0.09%
5,862
+980
131
$321K 0.09%
3,590
-1,340
132
$318K 0.08%
5,261
-370
133
$314K 0.08%
+1,530
134
$313K 0.08%
2,170
-60
135
$298K 0.08%
6,340
-1,770
136
$287K 0.08%
6,280
+820
137
$282K 0.08%
2,833
-77
138
$279K 0.07%
1,435
139
$268K 0.07%
1,950
-20
140
$259K 0.07%
6,484
141
$251K 0.07%
2,803
-67
142
$239K 0.06%
4,415
-15,475
143
$232K 0.06%
3,197
+50
144
$229K 0.06%
5,273
-535
145
$217K 0.06%
2,117
-125
146
$208K 0.06%
3,067
-746
147
$197K 0.05%
13,999
-9,851
148
$196K 0.05%
5,751
-4,644
149
$190K 0.05%
4,406
-171
150
$181K 0.05%
+2,050
4 5
6
7 8