AFO

Arrowroot Family Office Portfolio holdings

AUM $223M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.68%
2 Financials 2.72%
3 Consumer Staples 2.01%
4 Consumer Discretionary 1.47%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
META icon
101
Meta Platforms (Facebook)
META
$1.85T
$361K 0.16%
+489
CRWD icon
102
CrowdStrike
CRWD
$132B
$351K 0.16%
+690
IBIT icon
103
iShares Bitcoin Trust
IBIT
$84.7B
$343K 0.15%
+5,605
PYLD icon
104
PIMCO Multi Sector Bond Active ETF
PYLD
$7.96B
$330K 0.15%
+12,425
XOM icon
105
Exxon Mobil
XOM
$491B
$326K 0.15%
+3,022
VDC icon
106
Vanguard Consumer Staples ETF
VDC
$7.4B
$316K 0.14%
+1,442
JPM icon
107
JPMorgan Chase
JPM
$818B
$310K 0.14%
+1,069
TTD icon
108
Trade Desk
TTD
$25.2B
$308K 0.14%
+4,283
DIVO icon
109
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.29B
$308K 0.14%
+7,241
FDX icon
110
FedEx
FDX
$56.9B
$308K 0.14%
+1,355
MUB icon
111
iShares National Muni Bond ETF
MUB
$40.3B
$305K 0.14%
+2,923
HD icon
112
Home Depot
HD
$385B
$300K 0.13%
+819
WM icon
113
Waste Management
WM
$86.4B
$296K 0.13%
+1,296
WMT icon
114
Walmart
WMT
$846B
$286K 0.13%
+2,921
LMT icon
115
Lockheed Martin
LMT
$112B
$277K 0.12%
+598
FCLD icon
116
Fidelity Cloud Computing ETF
FCLD
$102M
$273K 0.12%
+9,625
AMD icon
117
Advanced Micro Devices
AMD
$411B
$271K 0.12%
+1,913
DFEB icon
118
FT Vest US Equity Deep Buffer ETF February
DFEB
$411M
$270K 0.12%
+6,054
VNQ icon
119
Vanguard Real Estate ETF
VNQ
$34.7B
$269K 0.12%
+3,020
FPX icon
120
First Trust US Equity Opportunities ETF
FPX
$1.17B
$269K 0.12%
+1,855
NFLX icon
121
Netflix
NFLX
$466B
$264K 0.12%
+197
TAXF icon
122
American Century Diversified Municipal Bond ETF
TAXF
$522M
$263K 0.12%
+5,379
SPYV icon
123
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$258K 0.12%
+4,928
AVGO icon
124
Broadcom
AVGO
$1.68T
$254K 0.11%
+923
QDEF icon
125
FlexShares Quality Dividend Defensive Index Fund
QDEF
$482M
$252K 0.11%
+3,397