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
$513M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$1.63M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$788K
5
BMY icon
Bristol-Myers Squibb
BMY
+$697K

Top Sells

1
+$2.25M
2
+$1.78M
3
+$1.39M
4
DPZ icon
Domino's
DPZ
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Financials 22.33%
2 Technology 12.52%
3 Healthcare 9.67%
4 Communication Services 7.16%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67K 0.01%
847
-764
202
$66K 0.01%
14,000
203
$64K 0.01%
476
204
$62K 0.01%
1,224
-1,075
205
$61K 0.01%
2,100
206
$60K 0.01%
+2,344
207
$60K 0.01%
+2,322
208
$60K 0.01%
+2,361
209
$60K 0.01%
+2,320
210
$59K 0.01%
275
211
$58K 0.01%
170
212
$58K 0.01%
1,100
213
$56K 0.01%
1,008
214
$55K 0.01%
260
215
$54K 0.01%
488
216
$54K 0.01%
720
-1,800
217
$53K 0.01%
565
+10
218
$53K 0.01%
500
-150
219
$52K 0.01%
1,300
220
$51K 0.01%
1,000
-200
221
$51K 0.01%
173
222
$51K 0.01%
1,082
223
$49K 0.01%
309
224
$49K 0.01%
420
225
$46K 0.01%
828
7 8
9
10 11