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AFO
Arrowroot Family Office Portfolio holdings
AUM
$302M
1-Year Est. Return
14.21%
This Fund
S&P 500
1 Year Est. Return
+14.21%
AUM
$302M
AUM Growth
+$27.6M
(+10%)
Holding
163
Top Buys
| 1 | +$3.85M | |
| 2 | +$3.7M | |
| 3 | +$2.83M | |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$2.67M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.12M |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.22M | |
| 3 | +$1.14M | |
| 4 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$1.05M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.03M |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Financials | 2.66% |
| 3 | Communication Services | 1.13% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Industrials | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Nike
NKE
$67.5B
| $214K | 0.07% |
4,047
-638
|
|
||
152
Vanguard Consumer Staples ETF
VDC
$8.06B
| $212K | 0.07% |
945
-14
|
|
||
153
GE Vernova
GEV
$269B
| $212K | 0.07% |
+243
|
|
||
154
AutoZone
AZO
$51B
| $209K | 0.07% |
62
+3
|
|
||
155
Vanguard FTSE All-World ex-US ETF
VEU
$67.6B
| $206K | 0.07% |
+2,746
|
|
||
|
FTMU
156
Franklin Municipal Income ETF
FTMU
$488M
| $96.8K | 0.03% |
12,423
+78
|
|
||
157
Uber
UBER
$151B
| – | – |
-3,531
|
|
||
158
Coinbase
COIN
$44.7B
| – | – |
-1,347
|
|
||
159
Fidelity Cloud Computing ETF
FCLD
$112M
| – | – |
-9,625
|
|
||
160
Intuitive Surgical
ISRG
$148B
| – | – |
-363
|
|
||
161
Mastercard
MA
$440B
| – | – |
-374
|
|
||
162
iShares Silver Trust
SLV
$33.9B
| – | – |
-3,774
|
|
||
|
163
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.17B
| – | – |
-8,355
|
|