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AFO
Arrowroot Family Office Portfolio holdings
AUM
$349M
1-Year Est. Return
19.43%
This Fund
S&P 500
This Quarter
Est. Return
+6.94%
1 Year Est. Return
+19.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
99.19%
Top 10 Holdings %
Top 10 Hldgs %
34.54%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$12M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$4.28M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$3.54M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.23M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.22M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 6.66% |
| 2 | Technology | 4.56% |
| 3 | Communication Services | 2.99% |
| 4 | Consumer Staples | 1.64% |
| 5 | Industrials | 1.6% |
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Arrowroot Family Office's Q1 2023 Portfolio in Review
Q1 2023 is the first quarter with a 13F filing on record for Arrowroot Family Office, which disclosed 116 positions worth $117M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 59,917 shares worth $12.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 6.7% of assets, followed by Technology and Communication Services.
- Arrowroot Family Office's largest Q1 2023 buy was Vanguard Morningstar Total Stock Market ETF: 59,917 shares worth $12.2M.
- Arrowroot Family Office's ten largest holdings make up 35% of its $117M portfolio in Q1 2023.
- Arrowroot Family Office disclosed 116 positions in Q1 2023, its first 13F filing on record.
Based on Arrowroot Family Office's 13F filing for Q1 2023, filed 17 Apr 2024.