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
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$69K 0.01%
1,702
-48
202
$64K 0.01%
1,065
203
$63K 0.01%
2,322
+200
204
$61K 0.01%
719
+7
205
$60K 0.01%
1,500
206
$57K 0.01%
1,918
+100
207
$57K 0.01%
315
208
$56K 0.01%
730
-100
209
$56K 0.01%
894
210
$54K 0.01%
739
211
$51K 0.01%
250
212
$51K 0.01%
490
213
$51K 0.01%
14,000
214
$50K 0.01%
230
+25
215
$50K 0.01%
1,082
216
$49K 0.01%
360
217
$48K 0.01%
1,260
218
$47K 0.01%
105
219
$46K 0.01%
625
220
$45K 0.01%
735
221
$44K 0.01%
+170
222
$43K 0.01%
1,750
223
$42K 0.01%
950
224
$42K 0.01%
104
225
$41K 0.01%
1,375
7 8
9
10 11