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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
101
$365K 0.15%
+1,202
102
$365K 0.15%
4,300
-3
103
$359K 0.14%
3,183
+161
104
$357K 0.14%
1,133
+64
105
$351K 0.14%
2,311
+799
106
$338K 0.13%
12,583
+158
107
$331K 0.13%
675
-15
108
$330K 0.13%
7,412
+171
109
$327K 0.13%
3,341
+953
110
$324K 0.13%
4,647
-2,278
111
$318K 0.13%
+1,375
112
$318K 0.13%
1,173
-1,082
113
$315K 0.13%
2,630
+660
114
$309K 0.12%
1,445
+3
115
$308K 0.12%
1,855
116
$304K 0.12%
2,945
+24
117
$290K 0.12%
581
-17
118
$289K 0.12%
1,308
+12
119
$282K 0.11%
6,054
120
$281K 0.11%
9,625
121
$276K 0.11%
5,500
+121
122
$276K 0.11%
3,021
+1
123
$269K 0.11%
3,360
-37
124
$265K 0.11%
2,490
-433
125
$264K 0.11%
4,773
-155
2 3 4
5
6