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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$243K 0.05%
5,405
-100
152
$242K 0.05%
+1,500
153
$239K 0.05%
5,798
-1,187
154
$230K 0.04%
3,596
-578
155
$229K 0.04%
3,077
-84
156
$225K 0.04%
4,016
157
$214K 0.04%
3,750
158
$212K 0.04%
810
159
$210K 0.04%
+8,242
160
$205K 0.04%
2,455
-1,285
161
$200K 0.04%
1,030
-50
162
$197K 0.04%
3,575
-680
163
$193K 0.04%
3,417
-73
164
$187K 0.04%
1,960
165
$176K 0.03%
1,200
166
$173K 0.03%
905
-310
167
$166K 0.03%
775
168
$154K 0.03%
2,525
-200
169
$149K 0.03%
2,955
-3,000
170
$140K 0.03%
1,497
-2,935
171
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930
-1,465
172
$138K 0.03%
1,877
-899
173
$131K 0.03%
730
174
$130K 0.03%
3,213
-845
175
$122K 0.02%
1,440
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7
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