AFO

Arrowroot Family Office Portfolio holdings

AUM $275M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.63M
3 +$979K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$704K
5
CVX icon
Chevron
CVX
+$633K

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 3.13%
3 Consumer Staples 1.99%
4 Financials 1.84%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-539
127
-5,286
128
-1,324