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AFO

Arrowroot Family Office Portfolio holdings

AUM $302M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.43M
3
+$1.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$992K

Top Sells

1
+$1.16M
2
+$940K
3
+$363K
4
FDX icon
FedEx
FDX
+$308K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$270K

Sector Composition

1 Technology 4.98%
2 Financials 3.13%
3 Consumer Staples 1.68%
4 Consumer Discretionary 1.59%
5 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.03%
112,032
+223
27
$2.22M 0.89%
74,947
-615
28
$2.1M 0.84%
77,964
-783
29
$2.04M 0.81%
22,786
+730
30
$1.9M 0.76%
21,749
+882
31
$1.9M 0.76%
41,908
+8,865
32
$1.86M 0.74%
62,182
+7,867
33
$1.85M 0.74%
15,262
-167
34
$1.8M 0.72%
24,155
+1,903
35
$1.74M 0.7%
12,078
+741
36
$1.68M 0.67%
20,363
-25
37
$1.67M 0.66%
4,687
+103
38
$1.65M 0.66%
1,787
+90
39
$1.64M 0.65%
7,474
-55
40
$1.55M 0.62%
13,895
+377
41
$1.42M 0.57%
5,996
+441
42
$1.4M 0.56%
4,110
+292
43
$1.38M 0.55%
17,204
+2,243
44
$1.28M 0.51%
2,691
-168
45
$1.28M 0.51%
5,044
-91
46
$1.25M 0.5%
13,420
+138
47
$1.18M 0.47%
9,746
+26
48
$1.16M 0.46%
6,122
+161
49
$1.15M 0.46%
4,708
-69
50
$1.14M 0.46%
4,730
+12
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2
3 4 5