AFO
Arrowroot Family Office Portfolio holdings
AUM
$251M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$127M
AUM Growth
-$5.2M
(-3.9%)
Holding
129
Top Buys
| 1 | +$3.69M | |
| 2 | +$3.62M | |
| 3 | +$1.14M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$828K |
| 5 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$548K |
Top Sells
| 1 | +$5.4M | |
| 2 | +$557K | |
| 3 | +$538K | |
| 4 |
Microsoft
MSFT
|
+$464K |
| 5 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
+$401K |
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% |