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
$514M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$463K
3 +$434K
4
GLD icon
SPDR Gold Trust
GLD
+$254K
5
INTC icon
Intel
INTC
+$238K

Top Sells

1 +$2.01M
2 +$899K
3 +$814K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$775K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Financials 20.53%
2 Technology 15.89%
3 Healthcare 10.09%
4 Communication Services 8.22%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$91K 0.02%
374
177
$91K 0.02%
1,070
-90
178
$90K 0.02%
1,619
+217
179
$88K 0.02%
10,050
180
$80K 0.02%
2,272
+202
181
$79K 0.02%
2,184
-1,300
182
$78K 0.02%
1,337
183
$75K 0.01%
315
184
$72K 0.01%
275
185
$69K 0.01%
378
186
$68K 0.01%
1,670
187
$65K 0.01%
1,008
188
$65K 0.01%
+1,818
189
$62K 0.01%
894
-206
190
$60K 0.01%
500
191
$59K 0.01%
225
192
$57K 0.01%
789
+50
193
$57K 0.01%
140
194
$56K 0.01%
14,000
195
$53K 0.01%
+10,655
196
$52K 0.01%
392
-398
197
$51K 0.01%
1,082
198
$50K 0.01%
633
199
$50K 0.01%
641
-187
200
$47K 0.01%
220
-270