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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
$302M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.7M
3
+$2.83M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$2.67M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.12M

Top Sells

1
+$1.69M
2
+$1.22M
3
+$1.14M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.05M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03M

Sector Composition

1 Technology 3.36%
2 Financials 2.66%
3 Communication Services 1.13%
4 Consumer Discretionary 1.09%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USHY icon
76
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.8B
$883K 0.29%
23,969
+1,544
SPLV icon
77
Invesco S&P 500 Low Volatility ETF
SPLV
$7.11B
$845K 0.28%
11,556
+15
IVV icon
78
iShares Core S&P 500 ETF
IVV
$822B
$840K 0.28%
1,287
+13
CRM icon
79
Salesforce
CRM
$132B
$825K 0.27%
4,418
-708
CORP icon
80
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
$788K 0.26%
8,135
-348
VBR icon
81
Vanguard Small-Cap Value ETF
VBR
$36.6B
$772K 0.26%
3,553
-3
CVX icon
82
Chevron
CVX
$357B
$770K 0.25%
3,722
-197
AVDE icon
83
Avantis International Equity ETF
AVDE
$17.3B
$760K 0.25%
8,961
+794
IWM icon
84
iShares Russell 2000 ETF
IWM
$80.6B
$754K 0.25%
3,041
-30
PYLD icon
85
PIMCO Multi Sector Bond Active ETF
PYLD
$14.2B
$733K 0.24%
27,984
+7,346
BRK.A icon
86
Berkshire Hathaway Class A
BRK.A
$1.07T
$718K 0.24%
1
SDMF
87
Simplify DBi CTA Managed Futures Index ETF
SDMF
$30M
$696K 0.23%
+27,516
XLV icon
88
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$695K 0.23%
4,739
-53
VUG icon
89
Vanguard Growth ETF
VUG
$225B
$677K 0.22%
9,294
+264
DGRO icon
90
iShares Core Dividend Growth ETF
DGRO
$41.1B
$676K 0.22%
9,635
+1,444
JNJ icon
91
Johnson & Johnson
JNJ
$567B
$672K 0.22%
2,748
-34
NET icon
92
Cloudflare
NET
$82.5B
$641K 0.21%
+3,105
VFQY icon
93
Vanguard US Quality Factor ETF
VFQY
$475M
$633K 0.21%
4,242
+101
XOM icon
94
Exxon Mobil
XOM
$585B
$626K 0.21%
3,690
+137
TSLA icon
95
Tesla
TSLA
$1.52T
$621K 0.21%
1,670
+153
TLT icon
96
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$604K 0.2%
6,968
-2,281
HFGM
97
Unlimited HFGM Global Macro ETF
HFGM
$154M
$563K 0.19%
17,563
+9,961
PG icon
98
Procter & Gamble
PG
$355B
$555K 0.18%
3,841
-320
VGT icon
99
Vanguard Information Technology ETF
VGT
$145B
$533K 0.18%
6,104
+600
NFLX icon
100
Netflix
NFLX
$332B
$521K 0.17%
5,420
+2,257
2 3
4
5 6