AFO
Arrowroot Family Office Portfolio holdings
AUM
$223M
This Quarter Return
+6.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.2%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$18.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$12.2M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$12M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$8.06M |
| 5 |
MarketDesk Focused US Dividend ETF
FDIV
|
$7.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Financials | 2.72% |
| 3 | Consumer Staples | 2.01% |
| 4 | Consumer Discretionary | 1.47% |
| 5 | Communication Services | 1.34% |
