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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$1.89M
3
+$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1
+$8.3M
2
+$1.61M
3
+$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$97K 0.03%
641
+92
177
$95K 0.03%
1,350
178
$95K 0.03%
439
-175
179
$95K 0.03%
1,025
+475
180
$93K 0.02%
5,000
-720
181
$93K 0.02%
1,285
-318
182
$92K 0.02%
930
-50
183
$90K 0.02%
1,000
184
$88K 0.02%
1,155
-200
185
$87K 0.02%
4,635
186
$86K 0.02%
1,203
-200
187
$82K 0.02%
+2,040
188
$78K 0.02%
1,157
-1,222
189
$78K 0.02%
810
190
$78K 0.02%
2,800
+25
191
$72K 0.02%
740
+210
192
$70K 0.02%
2,600
+2,476
193
$69K 0.02%
1,314
-497
194
$67K 0.02%
1,300
195
$66K 0.02%
1,220
+800
196
$66K 0.02%
825
197
$65K 0.02%
1,119
+99
198
$65K 0.02%
1,200
199
$65K 0.02%
1,014
-706
200
$65K 0.02%
1,250
6 7
8
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