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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$126K 0.02%
1,478
177
$117K 0.02%
1,008
178
$117K 0.02%
1,458
-100
179
$111K 0.01%
+1,535
180
$111K 0.01%
864
181
$102K 0.01%
1,670
182
$101K 0.01%
674
-21
183
$99K 0.01%
1,407
184
$96K 0.01%
250
+200
185
$92K 0.01%
1,131
186
$89K 0.01%
1,324
187
$83K 0.01%
343
188
$81K 0.01%
275
189
$81K 0.01%
1,162
-5,351
190
$80K 0.01%
755
+705
191
$80K 0.01%
1,377
-62
192
$80K 0.01%
2,184
193
$76K 0.01%
940
-46
194
$76K 0.01%
1,064
-3,852
195
$74K 0.01%
827
+536
196
$74K 0.01%
770
-300
197
$73K 0.01%
378
198
$73K 0.01%
500
199
$72K 0.01%
225
-17
200
$72K 0.01%
974
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8
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