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
$845M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$7.39M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$1.59M
5
DLTR icon
Dollar Tree
DLTR
+$1.36M

Top Sells

1
+$5.81M
2
+$4.01M
3
+$3.66M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.28M

Sector Composition

1 Financials 14.18%
2 Technology 12%
3 Healthcare 6.83%
4 Consumer Discretionary 5.96%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$124K 0.01%
1,670
177
$113K 0.01%
654
-20
178
$109K 0.01%
1,131
179
$107K 0.01%
2,746
+1,246
180
$101K 0.01%
941
+114
181
$101K 0.01%
1,328
-79
182
$95K 0.01%
275
183
$93K 0.01%
225
184
$93K 0.01%
39
-97
185
$89K 0.01%
1,525
-777
186
$87K 0.01%
500
187
$86K 0.01%
378
188
$85K 0.01%
1,057
-267
189
$84K 0.01%
343
190
$81K 0.01%
2,184
191
$80K 0.01%
1,535
192
$78K 0.01%
+3,115
193
$74K 0.01%
719
194
$73K 0.01%
974
195
$71K 0.01%
1,702
196
$69K 0.01%
315
197
$64K 0.01%
1,114
-263
198
$64K 0.01%
1,065
199
$63K 0.01%
739
200
$63K 0.01%
250
6 7
8
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