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
$403M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$672K
3
+$619K
4
XTL icon
SPDR S&P Telecom ETF
XTL
+$558K
5
KR icon
Kroger
KR
+$510K

Top Sells

1
+$1.74M
2
+$1.2M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
HAIN icon
Hain Celestial
HAIN
+$956K

Sector Composition

1 Financials 27.77%
2 Healthcare 10.57%
3 Technology 9.35%
4 Industrials 8.16%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$60K 0.01%
1,000
202
$60K 0.01%
650
203
$60K 0.01%
1,697
-658
204
$58K 0.01%
708
-117
205
$55K 0.01%
1,018
+18
206
$53K 0.01%
625
207
$51K 0.01%
781
208
$51K 0.01%
360
-56
209
$50K 0.01%
809
210
$49K 0.01%
500
211
$48K 0.01%
340
212
$46K 0.01%
720
-282
213
$45K 0.01%
915
-8
214
$43K 0.01%
974
+215
215
$43K 0.01%
600
216
$42K 0.01%
1,300
217
$41K 0.01%
+553
218
$41K 0.01%
488
+47
219
$40K 0.01%
775
220
$40K 0.01%
180
221
$39K 0.01%
380
+100
222
$39K 0.01%
540
-970
223
$36K 0.01%
545
224
$35K 0.01%
1,260
225
$34K 0.01%
+466
7 8
9
10 11