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
$370M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$1.54M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$744K

Top Sells

1
+$1.2M
2
+$1.14M
3
+$884K
4
BIIB icon
Biogen
BIIB
+$876K
5
ETN icon
Eaton
ETN
+$857K

Sector Composition

1 Financials 23.87%
2 Healthcare 12.45%
3 Technology 11.6%
4 Industrials 9.37%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 9.37%
1,761,907
-16,799
2
$9.19M 2.48%
395,648
-748
3
$8.12M 2.2%
80,662
+854
4
$7.97M 2.15%
275,474
-3,929
5
$7.82M 2.11%
+62,488
6
$7.13M 1.93%
56,625
-71
7
$6.94M 1.88%
66,353
-115
8
$5.8M 1.57%
357,260
+47,980
9
$5.7M 1.54%
32,917
-41
10
$5.69M 1.54%
63,678
+1,665
11
$5.62M 1.52%
106,680
+3,824
12
$5.35M 1.45%
40,964
-387
13
$4.99M 1.35%
94,938
+13
14
$4.92M 1.33%
118,019
-897
15
$4.47M 1.21%
47,151
-407
16
$4.46M 1.21%
77,389
+295
17
$4.44M 1.2%
35,115
-130
18
$4.4M 1.19%
55,935
-105
19
$4.28M 1.16%
58,925
-159
20
$4.02M 1.09%
136,150
+12,277
21
$3.83M 1.04%
44,681
-402
22
$3.76M 1.02%
121,789
-1,458
23
$3.75M 1.02%
131,220
-7,685
24
$3.64M 0.98%
53,380
-335
25
$3.63M 0.98%
30,770
+32
1
2 3 4 5