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
$514M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$463K
3
+$434K
4
GLD icon
SPDR Gold Trust
GLD
+$254K
5
INTC icon
Intel
INTC
+$238K

Top Sells

1
+$2.01M
2
+$899K
3
+$814K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$775K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Financials 20.53%
2 Technology 15.89%
3 Healthcare 10.09%
4 Communication Services 8.22%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$440K 0.09%
10,986
+512
127
$420K 0.08%
15,223
+4,118
128
$394K 0.08%
4,306
+336
129
$386K 0.08%
4,805
-40
130
$379K 0.07%
12,838
+345
131
$379K 0.07%
170
-34
132
$376K 0.07%
4,421
-115
133
$374K 0.07%
2,116
134
$368K 0.07%
6,652
135
$363K 0.07%
1,545
136
$350K 0.07%
3,215
-3,195
137
$350K 0.07%
1,965
+1,425
138
$333K 0.06%
2,925
139
$321K 0.06%
15,966
+623
140
$308K 0.06%
810
141
$288K 0.06%
4,893
-184
142
$288K 0.06%
5,348
+176
143
$275K 0.05%
6,731
144
$275K 0.05%
7,267
-1,075
145
$270K 0.05%
3,126
146
$247K 0.05%
8,162
-148
147
$241K 0.05%
1,607
-82
148
$227K 0.04%
955
149
$225K 0.04%
3,974
150
$218K 0.04%
2,525
4 5
6
7 8