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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$609K 0.08%
15,624
-9,700
127
$606K 0.08%
3,620
-150
128
$588K 0.08%
5,775
129
$566K 0.07%
7,235
-300
130
$543K 0.07%
21,992
+4,195
131
$541K 0.07%
20,035
+1,473
132
$520K 0.07%
1,750
-1,050
133
$508K 0.07%
2,655
-1,500
134
$485K 0.06%
2,119
135
$485K 0.06%
18,214
+926
136
$482K 0.06%
7,006
137
$476K 0.06%
5,529
-9,276
138
$457K 0.06%
4,831
-246
139
$455K 0.06%
4,825
-23
140
$437K 0.06%
810
141
$433K 0.06%
15,142
+1,382
142
$399K 0.05%
6,237
143
$382K 0.05%
3,913
144
$364K 0.05%
1,085
145
$363K 0.05%
3,314
+1,227
146
$358K 0.05%
7,710
-172
147
$333K 0.04%
2,492
-175
148
$326K 0.04%
1,260
-105
149
$323K 0.04%
136
-10
150
$318K 0.04%
4,969
-10
4 5
6
7 8