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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.17M
3
+$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1
+$1.16M
2
+$970K
3
+$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$84K 0.03%
1,125
-7,360
177
$83K 0.03%
1,450
178
$82K 0.03%
1,280
179
$80K 0.02%
5,255
180
$78K 0.02%
6,874
181
$75K 0.02%
1,000
182
$73K 0.02%
400
183
$73K 0.02%
+870
184
$68K 0.02%
300
185
$66K 0.02%
+1,841
186
$65K 0.02%
4,195
187
$65K 0.02%
1,635
+450
188
$64K 0.02%
1,169
189
$63K 0.02%
2,549
+468
190
$62K 0.02%
2,859
191
$61K 0.02%
750
-95
192
$59K 0.02%
674
193
$55K 0.02%
1,700
-200
194
$54K 0.02%
781
195
$52K 0.02%
900
+700
196
$52K 0.02%
1,000
197
$52K 0.02%
1,600
198
$52K 0.02%
1,300
199
$51K 0.02%
675
200
$47K 0.01%
959
-2,461
6 7
8
9 10