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
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$635K
3
+$536K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1
+$1.46M
2
+$1.32M
3
+$1.11M
4
WFC icon
Wells Fargo
WFC
+$874K
5
GILD icon
Gilead Sciences
GILD
+$865K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.02%
994
-150
202
$59K 0.02%
1,200
203
$58K 0.01%
416
204
$58K 0.01%
1,100
205
$56K 0.01%
1,750
206
$55K 0.01%
650
207
$55K 0.01%
781
208
$54K 0.01%
340
209
$51K 0.01%
625
210
$50K 0.01%
1,000
211
$50K 0.01%
1,000
+400
212
$49K 0.01%
500
213
$48K 0.01%
475
-25
214
$47K 0.01%
923
-120
215
$46K 0.01%
400
216
$44K 0.01%
600
-20
217
$44K 0.01%
1,457
218
$42K 0.01%
809
219
$40K 0.01%
1,300
220
$40K 0.01%
180
221
$39K 0.01%
545
-500
222
$37K 0.01%
793
-1,029
223
$35K 0.01%
441
224
$35K 0.01%
520
-580
225
$34K 0.01%
775
7 8
9
10 11