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
$476M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$668K
2
+$636K
3
+$557K
4
RTN
Raytheon Company
RTN
+$524K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$479K

Top Sells

1
+$1.24M
2
+$1.23M
3
+$979K
4
SBUX icon
Starbucks
SBUX
+$924K
5
MMM icon
3M
MMM
+$908K

Sector Composition

1 Financials 24.84%
2 Technology 11.87%
3 Healthcare 10.96%
4 Consumer Discretionary 8.8%
5 Communication Services 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350K 0.07%
6,572
-2,749
152
$345K 0.07%
6,767
+47
153
$338K 0.07%
2,375
154
$317K 0.07%
4,110
155
$289K 0.06%
6,693
-1,171
156
$280K 0.06%
4,412
-129
157
$278K 0.06%
+2,000
158
$259K 0.05%
885
-85
159
$244K 0.05%
4,016
160
$240K 0.05%
1,330
161
$240K 0.05%
652
162
$240K 0.05%
3,535
-236
163
$239K 0.05%
10,264
+10,000
164
$237K 0.05%
1,242
165
$231K 0.05%
1,408
-302
166
$215K 0.05%
+4,688
167
$210K 0.04%
3,750
168
$200K 0.04%
930
169
$184K 0.04%
810
170
$175K 0.04%
+2,500
171
$170K 0.04%
1,130
-15
172
$165K 0.03%
6,071
+1,884
173
$159K 0.03%
1,987
-14
174
$155K 0.03%
4,383
+496
175
$153K 0.03%
2,680
5 6
7
8 9