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
$1.03B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.3M
3
+$11M
4
AROW icon
Arrow Financial
AROW
+$3.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.83M

Top Sells

1
+$17.8M
2
+$10.1M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M

Sector Composition

1 Technology 11.06%
2 Financials 9.32%
3 Healthcare 4.32%
4 Communication Services 3.4%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$550K 0.05%
7,184
127
$547K 0.05%
1,900
128
$545K 0.05%
6,505
-440
129
$535K 0.05%
21,830
130
$495K 0.05%
4,840
-1,026
131
$493K 0.05%
2,537
132
$493K 0.05%
750
133
$465K 0.05%
16,634
-5,185
134
$459K 0.04%
+1,806
135
$458K 0.04%
1,842
-3
136
$446K 0.04%
4,047
-100
137
$426K 0.04%
4,675
-180
138
$422K 0.04%
3,558
-1,163
139
$408K 0.04%
1,897
+95
140
$407K 0.04%
7,939
-22,377
141
$398K 0.04%
1,685
-280
142
$388K 0.04%
4,842
143
$367K 0.04%
4,526
-168
144
$367K 0.04%
11,846
-840
145
$356K 0.03%
5,993
-280
146
$345K 0.03%
1,734
-1,103
147
$344K 0.03%
3,396
-125
148
$339K 0.03%
5,375
-35
149
$337K 0.03%
1,309
-187
150
$335K 0.03%
2,250
-50
4 5
6
7 8