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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
76
$657K 0.26%
4,276
+920
77
$641K 0.26%
2,271
+446
78
$633K 0.25%
4,200
+299
79
$630K 0.25%
7,598
+128
80
$624K 0.25%
4,019
-357
81
$618K 0.25%
9,082
+2,059
82
$583K 0.23%
3,146
-223
83
$540K 0.22%
1,516
84
$500K 0.2%
10,806
85
$484K 0.19%
5,184
+224
86
$461K 0.18%
1,799
+114
87
$461K 0.18%
6,292
+288
88
$458K 0.18%
768
-2
89
$457K 0.18%
+1,353
90
$451K 0.18%
6,934
+1,329
91
$448K 0.18%
611
+122
92
$432K 0.17%
3,293
93
$424K 0.17%
5,412
-1
94
$418K 0.17%
2,944
+68
95
$415K 0.17%
4,123
+34
96
$409K 0.16%
6,973
+174
97
$404K 0.16%
2,497
+584
98
$396K 0.16%
1,202
+279
99
$391K 0.16%
2,879
100
$390K 0.16%
11,300
2 3
4
5 6