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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$1.89M
3
+$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1
+$8.3M
2
+$1.61M
3
+$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65K 0.02%
2,125
-6,063
202
$60K 0.02%
781
203
$59K 0.02%
900
204
$58K 0.02%
+2,000
205
$56K 0.02%
1,650
-750
206
$55K 0.01%
1,180
-1,621
207
$55K 0.01%
1,207
208
$51K 0.01%
1,707
209
$48K 0.01%
+597
210
$47K 0.01%
+4,271
211
$47K 0.01%
1,022
-45
212
$46K 0.01%
650
213
$46K 0.01%
1,095
+95
214
$45K 0.01%
+400
215
$45K 0.01%
353
-363
216
$44K 0.01%
984
-196
217
$43K 0.01%
509
+274
218
$42K 0.01%
1,003
219
$41K 0.01%
335
220
$40K 0.01%
800
221
$39K 0.01%
625
222
$39K 0.01%
780
-5,995
223
$39K 0.01%
307
+7
224
$38K 0.01%
+500
225
$37K 0.01%
800
7 8
9
10 11