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AFO

Arrowroot Family Office Portfolio holdings

AUM $302M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.43M
3
+$1.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$992K

Top Sells

1
+$1.16M
2
+$940K
3
+$363K
4
FDX icon
FedEx
FDX
+$308K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$270K

Sector Composition

1 Technology 4.98%
2 Financials 3.13%
3 Consumer Staples 1.68%
4 Consumer Discretionary 1.59%
5 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.11%
8,645
+66
127
$263K 0.11%
3,026
+13
128
$259K 0.1%
+1,096
129
$249K 0.1%
3,123
+18
130
$243K 0.1%
600
-219
131
$242K 0.1%
+5,495
132
$240K 0.1%
+56
133
$235K 0.09%
2,051
-2,126
134
$233K 0.09%
+945
135
$227K 0.09%
+2,876
136
$223K 0.09%
+1,330
137
$221K 0.09%
+3,549
138
$220K 0.09%
1,570
-1,621
139
$215K 0.09%
+6,418
140
$204K 0.08%
4,154
-129
141
$134K 0.05%
11,055
-414
142
$106K 0.04%
+2,582
143
– –
-1,355
144
– –
-1,239
145
– –
-1,666
146
– –
-4,017
147
– –
-9,441
148
– –
-2,712
149
– –
-2,325
2 3 4 5
6