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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.09%
5,813
-2,510
127
$426K 0.08%
+17,051
128
$416K 0.08%
+16,446
129
$401K 0.08%
2,927
+690
130
$389K 0.08%
7,100
131
$379K 0.07%
4,153
-280
132
$377K 0.07%
2,375
133
$351K 0.07%
5,501
134
$351K 0.07%
6,552
-3,344
135
$344K 0.07%
2,644
136
$342K 0.07%
8,152
-40
137
$329K 0.06%
1,986
138
$322K 0.06%
5,370
-219
139
$321K 0.06%
1,530
+1,000
140
$312K 0.06%
13,153
+3,130
141
$310K 0.06%
2,250
+1,500
142
$306K 0.06%
5,518
-842
143
$304K 0.06%
5,631
-32,981
144
$294K 0.06%
2,024
-265
145
$271K 0.05%
3,350
146
$271K 0.05%
2,116
-131
147
$264K 0.05%
3,126
148
$251K 0.05%
1,408
149
$249K 0.05%
2,240
-2,566
150
$244K 0.05%
3,817
-2,907
4 5
6
7 8