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
$432M
AUM Growth
-$999K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.21M
3 +$976K
4
ABT icon
Abbott
ABT
+$884K
5
RTX icon
RTX Corp
RTX
+$696K

Top Sells

1 +$1.6M
2 +$1.38M
3 +$1.33M
4
UAA icon
Under Armour
UAA
+$1.29M
5
GE icon
GE Aerospace
GE
+$1.24M

Sector Composition

1 Financials 25.58%
2 Technology 10.79%
3 Healthcare 10.35%
4 Communication Services 8.29%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$56K 0.01%
1,070
202
$55K 0.01%
1,360
-100
203
$55K 0.01%
1,231
+223
204
$54K 0.01%
1,192
205
$54K 0.01%
330
206
$50K 0.01%
775
207
$49K 0.01%
4,400
208
$49K 0.01%
440
209
$48K 0.01%
1,030
210
$48K 0.01%
415
+350
211
$47K 0.01%
+290
212
$47K 0.01%
+309
213
$47K 0.01%
340
214
$47K 0.01%
1,335
-180
215
$46K 0.01%
1,075
216
$45K 0.01%
285
217
$44K 0.01%
1,200
218
$44K 0.01%
1,110
219
$43K 0.01%
406
220
$43K 0.01%
488
221
$43K 0.01%
1,398
-723
222
$43K 0.01%
918
223
$42K 0.01%
1,007
+475
224
$42K 0.01%
1,190
225
$41K 0.01%
640