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
$1.03B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.3M
3
+$11M
4
AROW icon
Arrow Financial
AROW
+$3.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.83M

Top Sells

1
+$17.8M
2
+$10.1M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M

Sector Composition

1 Technology 11.06%
2 Financials 9.32%
3 Healthcare 4.32%
4 Communication Services 3.4%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$290K 0.03%
2,514
-55
152
$263K 0.03%
3,226
153
$253K 0.02%
5,550
-150
154
$240K 0.02%
9,206
155
$239K 0.02%
9,451
156
$239K 0.02%
9,006
157
$238K 0.02%
9,517
158
$236K 0.02%
9,448
159
$226K 0.02%
2,992
-250
160
$216K 0.02%
11,296
-2,595
161
$213K 0.02%
710
162
$211K 0.02%
480
+205
163
$209K 0.02%
5,305
+3,750
164
$208K 0.02%
556
165
$200K 0.02%
2,075
-17
166
$198K 0.02%
4,978
-1,030
167
$193K 0.02%
1,411
-25
168
$193K 0.02%
615
169
$188K 0.02%
2,974
+84
170
$186K 0.02%
3,204
-303
171
$184K 0.02%
+3,382
172
$170K 0.02%
2,185
+1,558
173
$162K 0.02%
346
-6
174
$147K 0.01%
2,668
175
$145K 0.01%
1,567
5 6
7
8 9