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
$476M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$668K
2
+$636K
3
+$557K
4
RTN
Raytheon Company
RTN
+$524K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$479K

Top Sells

1
+$1.24M
2
+$1.23M
3
+$979K
4
SBUX icon
Starbucks
SBUX
+$924K
5
MMM icon
3M
MMM
+$908K

Sector Composition

1 Financials 24.84%
2 Technology 11.87%
3 Healthcare 10.96%
4 Consumer Discretionary 8.8%
5 Communication Services 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$78K 0.02%
2,200
+1,300
202
$77K 0.02%
1,200
203
$74K 0.02%
2,210
+635
204
$72K 0.02%
939
205
$70K 0.01%
650
206
$69K 0.01%
625
207
$68K 0.01%
686
208
$65K 0.01%
919
209
$65K 0.01%
720
210
$64K 0.01%
+1,739
211
$64K 0.01%
330
212
$63K 0.01%
1,555
+525
213
$61K 0.01%
1,488
214
$59K 0.01%
1,500
215
$57K 0.01%
340
216
$54K 0.01%
1,231
+60
217
$52K 0.01%
775
218
$52K 0.01%
476
+36
219
$50K 0.01%
2,367
220
$49K 0.01%
290
221
$49K 0.01%
379
+39
222
$48K 0.01%
355
+46
223
$48K 0.01%
918
224
$47K 0.01%
1,192
225
$47K 0.01%
+14,000
7 8
9
10 11