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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$121K 0.02%
456
-144
177
$117K 0.02%
767
-125
178
$115K 0.02%
575
179
$112K 0.02%
1,603
-380
180
$110K 0.02%
1,154
-250
181
$106K 0.02%
+3,809
182
$101K 0.02%
585
183
$101K 0.02%
556
184
$99K 0.02%
1,331
-4,106
185
$97K 0.02%
2,070
186
$88K 0.02%
1,885
187
$87K 0.02%
1,337
-255
188
$86K 0.02%
9,300
189
$85K 0.02%
809
190
$83K 0.02%
1,897
-443
191
$80K 0.02%
2,122
192
$78K 0.02%
1,735
193
$78K 0.02%
2,591
194
$74K 0.01%
875
-400
195
$73K 0.01%
998
-3,318
196
$72K 0.01%
2,595
197
$71K 0.01%
930
198
$70K 0.01%
625
199
$70K 0.01%
320
200
$67K 0.01%
739
6 7
8
9 10