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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
51
$1.13M 0.45%
8,573
+736
52
$1.12M 0.45%
5,999
+179
53
$1.09M 0.43%
1,427
+77
54
$1.09M 0.43%
19,066
+570
55
$1.01M 0.4%
22,842
+3,459
56
$989K 0.39%
4,002
-3,988
57
$987K 0.39%
10,223
+34
58
$979K 0.39%
10,295
+70
59
$974K 0.39%
7,740
+971
60
$933K 0.37%
10,443
-395
61
$929K 0.37%
11,622
-42
62
$879K 0.35%
13,327
+585
63
$874K 0.35%
3,597
-311
64
$866K 0.35%
4,643
+35
65
$862K 0.34%
22,822
+631
66
$849K 0.34%
15,480
-1
67
$845K 0.34%
11,499
+371
68
$808K 0.32%
8,190
+80
69
$783K 0.31%
1,169
70
$781K 0.31%
16,515
-848
71
$765K 0.31%
10,515
+22
72
$754K 0.3%
1
73
$739K 0.3%
3,542
+15
74
$720K 0.29%
1,620
+373
75
$665K 0.27%
4,779
+66
1 2
3
4 5