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
$418M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.4M
3
+$1.16M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.04M
5
AROW icon
Arrow Financial
AROW
+$968K

Top Sells

1
+$1.72M
2
+$1.54M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M

Sector Composition

1 Financials 24.43%
2 Healthcare 10.75%
3 Technology 9.86%
4 Industrials 8.62%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66K 0.02%
1,695
202
$64K 0.02%
686
203
$61K 0.01%
809
204
$61K 0.01%
1,149
+113
205
$60K 0.01%
775
+350
206
$59K 0.01%
+894
207
$59K 0.01%
540
-100
208
$58K 0.01%
1,650
-100
209
$58K 0.01%
1,075
-25
210
$58K 0.01%
781
211
$57K 0.01%
180
212
$54K 0.01%
1,607
213
$53K 0.01%
720
214
$51K 0.01%
360
215
$51K 0.01%
618
-90
216
$50K 0.01%
834
+64
217
$49K 0.01%
553
218
$48K 0.01%
+346
219
$46K 0.01%
406
-94
220
$46K 0.01%
1,192
-108
221
$45K 0.01%
900
-100
222
$44K 0.01%
488
223
$41K 0.01%
775
224
$41K 0.01%
951
225
$39K 0.01%
815
-100
7 8
9
10 11