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
$326M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.17M
3
+$988K
4
AROW icon
Arrow Financial
AROW
+$726K
5
KBH icon
KB Home
KBH
+$609K

Top Sells

1
+$1.16M
2
+$970K
3
+$970K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$950K
5
IBM icon
IBM
IBM
+$938K

Sector Composition

1 Financials 25.18%
2 Technology 11.94%
3 Healthcare 11.85%
4 Industrials 9.33%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46K 0.01%
+800
202
$44K 0.01%
2,084
203
$43K 0.01%
1,620
204
$43K 0.01%
339
-12
205
$42K 0.01%
1,009
206
$42K 0.01%
1,100
207
$42K 0.01%
645
208
$40K 0.01%
650
209
$40K 0.01%
375
210
$39K 0.01%
600
211
$34K 0.01%
2,500
212
$34K 0.01%
1,200
213
$33K 0.01%
995
-35,020
214
$32K 0.01%
475
215
$32K 0.01%
680
+25
216
$31K 0.01%
1,300
217
$30K 0.01%
1,465
-330
218
$30K 0.01%
775
219
$30K 0.01%
1,250
220
$30K 0.01%
450
221
$29K 0.01%
680
-327
222
$29K 0.01%
225
223
$29K 0.01%
2,250
224
$29K 0.01%
1,300
225
$28K 0.01%
1,200
7 8
9
10 11