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
$476M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1 +$668K
2 +$636K
3 +$557K
4
RTN
Raytheon Company
RTN
+$524K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$479K

Top Sells

1 +$1.24M
2 +$1.23M
3 +$979K
4
SBUX icon
Starbucks
SBUX
+$924K
5
MMM icon
3M
MMM
+$908K

Sector Composition

1 Financials 24.84%
2 Technology 11.87%
3 Healthcare 10.96%
4 Consumer Discretionary 8.8%
5 Communication Services 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$152K 0.03%
600
177
$147K 0.03%
2,720
178
$143K 0.03%
3,055
+282
179
$143K 0.03%
2,178
180
$142K 0.03%
1,475
181
$139K 0.03%
785
182
$136K 0.03%
2,925
+771
183
$129K 0.03%
1,263
-70
184
$126K 0.03%
1,169
185
$123K 0.03%
817
186
$118K 0.02%
3,120
187
$115K 0.02%
2,965
-1,100
188
$115K 0.02%
+600
189
$111K 0.02%
1,163
+125
190
$109K 0.02%
1,106
191
$108K 0.02%
1,500
192
$108K 0.02%
1,250
193
$107K 0.02%
759
194
$98K 0.02%
2,222
-33
195
$97K 0.02%
+3,062
196
$95K 0.02%
2,936
+1,601
197
$90K 0.02%
+556
198
$87K 0.02%
809
199
$83K 0.02%
+2,319
200
$80K 0.02%
1,181