AFO
Arrowroot Family Office Portfolio holdings
AUM
$251M
1 Year Est. Return
–
AUM
$223M
AUM Growth
–
Holding
137
Top Buys
| 1 | +$18.8M | |
| 2 | +$12.2M | |
| 3 | +$12M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$8.06M |
| 5 |
MarketDesk Focused US Dividend ETF
FDIV
|
+$7.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Financials | 2.72% |
| 3 | Consumer Staples | 2.01% |
| 4 | Consumer Discretionary | 1.47% |
| 5 | Communication Services | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree US LargeCap Dividend Fund
DLN
$5.42B
| $247K | 0.11% |
+3,013
|
|
||
127
Vanguard FTSE Europe ETF
VGK
$27.7B
| $241K | 0.11% |
+3,105
|
|
||
128
Dimensional Emerging Markets High Profitability ETF
DEHP
$303M
| $240K | 0.11% |
+8,579
|
|
||
129
T. Rowe Price
TROW
$22.6B
| $224K | 0.1% |
+2,325
|
|
||
130
Yum! Brands
YUM
$41.4B
| $224K | 0.1% |
+1,512
|
|
||
131
Uber
UBER
$190B
| $223K | 0.1% |
+2,388
|
|
||
132
Avery Dennison
AVY
$13.6B
| $217K | 0.1% |
+1,239
|
|
||
133
Merck
MRK
$231B
| $215K | 0.1% |
+2,712
|
|
||
134
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| $204K | 0.09% |
+4,017
|
|
||
135
Clorox
CLX
$12.6B
| $200K | 0.09% |
+1,666
|
|
||
136
Arrowhead Research
ARWR
$5.7B
| $179K | 0.08% |
+11,300
|
|
||
137
Hecla Mining
HL
$9.94B
| $68.7K | 0.03% |
+11,469
|
|