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
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$635K
3
+$536K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1
+$1.46M
2
+$1.32M
3
+$1.11M
4
WFC icon
Wells Fargo
WFC
+$874K
5
GILD icon
Gilead Sciences
GILD
+$865K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.06%
3,185
-957
152
$220K 0.06%
1,670
-150
153
$215K 0.05%
2,770
154
$209K 0.05%
+6,384
155
$205K 0.05%
15,525
156
$204K 0.05%
2,150
157
$185K 0.05%
1,193
-485
158
$184K 0.05%
652
-1,148
159
$173K 0.04%
1,783
160
$173K 0.04%
3,533
+228
161
$168K 0.04%
3,525
-350
162
$164K 0.04%
3,855
163
$163K 0.04%
1,446
164
$162K 0.04%
4,913
165
$156K 0.04%
2,135
166
$148K 0.04%
12,219
-500
167
$142K 0.04%
3,155
168
$140K 0.04%
4,635
169
$140K 0.04%
9,023
170
$139K 0.04%
3,501
-420
171
$134K 0.03%
1,072
172
$123K 0.03%
2,714
-158
173
$119K 0.03%
2,500
174
$116K 0.03%
965
175
$113K 0.03%
+1,510
5 6
7
8 9