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
$514M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$463K
3
+$434K
4
GLD icon
SPDR Gold Trust
GLD
+$254K
5
INTC icon
Intel
INTC
+$238K

Top Sells

1
+$2.01M
2
+$899K
3
+$814K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$775K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Financials 20.53%
2 Technology 15.89%
3 Healthcare 10.09%
4 Communication Services 8.22%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$47K 0.01%
2,309
+187
202
$47K 0.01%
994
203
$47K 0.01%
+2,487
204
$45K 0.01%
659
-175
205
$45K 0.01%
105
206
$42K 0.01%
250
207
$42K 0.01%
1,300
208
$42K 0.01%
1,000
209
$42K 0.01%
1,260
210
$41K 0.01%
550
211
$41K 0.01%
360
212
$39K 0.01%
+1,000
213
$38K 0.01%
435
214
$37K 0.01%
630
-98
215
$37K 0.01%
300
216
$37K 0.01%
400
-38
217
$37K 0.01%
240
218
$36K 0.01%
105
219
$35K 0.01%
235
220
$35K 0.01%
335
221
$35K 0.01%
750
-326
222
$35K 0.01%
1,583
-588
223
$33K 0.01%
735
224
$33K 0.01%
100
225
$33K 0.01%
625
7 8
9
10 11