AFO
Arrowroot Family Office Portfolio holdings
AUM
$223M
This Quarter Return
-0%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$20.7M
(+12%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
11.28%
Top 10 Holdings %
Top 10 Hldgs %
37.97%
Holding
143
New
16
Increased
79
Reduced
35
Closed
10
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.6M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.47M |
| 3 |
Apple
AAPL
|
+$1.24M |
| 4 |
Microsoft
MSFT
|
+$1.22M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.19M |
Top Sells
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$778K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$650K |
| 3 |
Axon Enterprise
AXON
|
+$558K |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$302K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$289K |
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Consumer Discretionary | 2.66% |
| 3 | Financials | 2.61% |
| 4 | Consumer Staples | 1.95% |
| 5 | Communication Services | 1.27% |
