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
$156M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$741K
3
+$648K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$627K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$584K

Top Sells

1
+$685K
2
+$661K
3
+$493K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$379K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$257K

Sector Composition

1 Technology 3.88%
2 Consumer Discretionary 2.96%
3 Consumer Staples 2.21%
4 Financials 1.94%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,176
127
– –
-851
128
– –
-6,163
129
– –
-7,334
2 3 4 5
6