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
151
$181K 0.05%
1,432
152
$173K 0.05%
2,805
153
$166K 0.04%
1,973
-167
154
$164K 0.04%
5,990
-2,934
155
$160K 0.04%
1,446
+1,000
156
$155K 0.04%
1,670
+400
157
$154K 0.04%
1,834
-266
158
$148K 0.04%
3,875
159
$147K 0.04%
3,750
160
$142K 0.04%
1,260
-210
161
$142K 0.04%
+16,084
162
$138K 0.04%
5,260
+2,212
163
$130K 0.03%
2,988
-440
164
$128K 0.03%
4,100
-500
165
$119K 0.03%
3,325
-287
166
$112K 0.03%
2,895
-23,155
167
$112K 0.03%
3,345
-300
168
$111K 0.03%
9,348
-11,456
169
$108K 0.03%
2,500
170
$106K 0.03%
2,725
-50
171
$105K 0.03%
2,555
+5
172
$104K 0.03%
4,321
173
$104K 0.03%
3,680
-446
174
$99K 0.03%
2,854
-121
175
$98K 0.03%
3,495
+2,830
5 6
7
8 9