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
$370M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1 +$7.82M
2 +$1.54M
3 +$1.08M
4
AMZN icon
Amazon
AMZN
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$744K

Top Sells

1 +$1.2M
2 +$1.14M
3 +$884K
4
BIIB icon
Biogen
BIIB
+$876K
5
ETN icon
Eaton
ETN
+$857K

Sector Composition

1 Financials 23.87%
2 Healthcare 12.45%
3 Technology 11.6%
4 Industrials 9.37%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$82K 0.02%
1,150
-300
202
$80K 0.02%
250
-150
203
$77K 0.02%
1,735
+125
204
$76K 0.02%
3,625
205
$74K 0.02%
4,195
206
$73K 0.02%
1,090
207
$69K 0.02%
750
208
$69K 0.02%
674
209
$64K 0.02%
1,114
210
$63K 0.02%
781
211
$62K 0.02%
1,300
212
$61K 0.02%
695
213
$61K 0.02%
1,300
214
$60K 0.02%
665
-135
215
$57K 0.02%
1,600
216
$57K 0.02%
1,100
217
$54K 0.01%
1,480
-225
218
$54K 0.01%
645
219
$52K 0.01%
930
+100
220
$52K 0.01%
465
+215
221
$52K 0.01%
403
+247
222
$52K 0.01%
+2,300
223
$51K 0.01%
+600
224
$48K 0.01%
825
+50
225
$48K 0.01%
1,849