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
$127M
AUM Growth
-$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.73%
2 Consumer Discretionary 3.45%
3 Financials 1.9%
4 Communication Services 1.73%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,369
127
-1,820
128
-7,340