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
$432M
AUM Growth
-$999K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.21M
3
+$976K
4
ABT icon
Abbott
ABT
+$884K
5
RTX icon
RTX Corp
RTX
+$696K

Top Sells

1
+$1.6M
2
+$1.38M
3
+$1.33M
4
UAA icon
Under Armour
UAA
+$1.29M
5
GE icon
GE Aerospace
GE
+$1.24M

Sector Composition

1 Financials 25.58%
2 Technology 10.79%
3 Healthcare 10.35%
4 Communication Services 8.29%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.06%
4,110
+85
152
$264K 0.06%
5,393
-5,134
153
$264K 0.06%
+1,710
154
$263K 0.06%
2,490
155
$258K 0.06%
970
-50
156
$253K 0.06%
4,059
-11,058
157
$228K 0.05%
4,016
158
$226K 0.05%
4,065
159
$223K 0.05%
652
160
$209K 0.05%
1,242
-5
161
$197K 0.05%
9,000
162
$197K 0.05%
3,750
-105
163
$192K 0.04%
1,943
-1,880
164
$186K 0.04%
2,132
-12
165
$181K 0.04%
1,330
166
$180K 0.04%
1,160
+15
167
$177K 0.04%
+930
168
$170K 0.04%
2,720
169
$166K 0.04%
2,139
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170
$158K 0.04%
9,000
171
$157K 0.04%
2,820
-10
172
$142K 0.03%
1,535
+235
173
$140K 0.03%
810
174
$136K 0.03%
3,977
+1,712
175
$133K 0.03%
2,178
5 6
7
8 9