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
+$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.81%
2 Consumer Discretionary 2.65%
3 Consumer Staples 2.18%
4 Financials 1.83%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,795
127
-4,000