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
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$635K
3
+$536K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1
+$1.46M
2
+$1.32M
3
+$1.11M
4
WFC icon
Wells Fargo
WFC
+$874K
5
GILD icon
Gilead Sciences
GILD
+$865K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$113K 0.03%
2,960
-700
177
$112K 0.03%
980
178
$111K 0.03%
4,321
179
$99K 0.03%
1,238
180
$99K 0.03%
414
-25
181
$94K 0.02%
1,105
-50
182
$94K 0.02%
+6,458
183
$90K 0.02%
2,355
-200
184
$89K 0.02%
810
185
$86K 0.02%
492
-67
186
$85K 0.02%
1,978
187
$82K 0.02%
1,250
188
$81K 0.02%
6,000
189
$81K 0.02%
780
190
$79K 0.02%
2,135
-665
191
$78K 0.02%
2,365
-600
192
$76K 0.02%
1,014
-100
193
$72K 0.02%
825
194
$68K 0.02%
2,058
195
$68K 0.02%
1,300
196
$67K 0.02%
1,695
197
$66K 0.02%
2,246
198
$66K 0.02%
1,020
199
$66K 0.02%
340
-131
200
$65K 0.02%
1,002
6 7
8
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