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
$374M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$1.89M
3
+$1.48M
4
FDX icon
FedEx
FDX
+$1.18M
5
BIIB icon
Biogen
BIIB
+$812K

Top Sells

1
+$8.3M
2
+$1.61M
3
+$1.18M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
CL icon
Colgate-Palmolive
CL
+$1.01M

Sector Composition

1 Financials 24.82%
2 Healthcare 13.29%
3 Technology 10.82%
4 Consumer Discretionary 8.85%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 9.86%
1,720,468
-3,269
2
$12M 3.2%
455,240
+2,964
3
$9.64M 2.57%
285,240
-14,220
4
$8.31M 2.22%
+213,520
5
$7.9M 2.11%
101,921
-2,468
6
$7.82M 2.09%
38,369
-211
7
$7.67M 2.05%
51,358
+1,420
8
$7.49M 2%
135,050
+3,186
9
$7M 1.87%
64,818
-451
10
$6.67M 1.78%
64,961
-405
11
$6.29M 1.68%
115,774
-373
12
$5.96M 1.59%
76,431
+3,724
13
$5.83M 1.56%
58,366
-594
14
$5.8M 1.55%
144,974
+1,916
15
$5.73M 1.53%
86,814
+1,189
16
$5.67M 1.51%
54,143
-9,002
17
$5.51M 1.47%
70,285
-1,400
18
$5.22M 1.39%
49,696
-231
19
$5.19M 1.39%
169,292
+10,985
20
$4.88M 1.3%
36,994
-455
21
$4.84M 1.29%
47,815
+5,119
22
$4.7M 1.25%
59,124
-1,468
23
$4.56M 1.22%
81,438
+6,422
24
$4.51M 1.2%
27,790
+129
25
$4.39M 1.17%
115,720
-218,800
1
2 3 4 5