AFO
Arrowroot Family Office Portfolio holdings
AUM
$275M
1-Year Est. Return
13.5%
This Fund
S&P 500
1 Year Est. Return
+13.5%
AUM
$275M
AUM Growth
+$24.3M
(+9.7%)
Holding
155
Top Buys
| 1 | +$3.35M | |
| 2 | +$3.31M | |
| 3 | +$2.63M | |
| 4 |
ALLW
State Street Bridgewater All Weather ETF
ALLW
|
+$2.15M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.06M |
Top Sells
| 1 | +$894K | |
| 2 | +$770K | |
| 3 | +$747K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$586K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$544K |
Sector Composition
| 1 | Technology | 4.06% |
| 2 | Financials | 3.07% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Consumer Staples | 1.07% |
| 5 | Communication Services | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Broadcom
AVGO
$2.08T
| – | – |
-1,202
|
|
||
152
Arrowhead Research
ARWR
$11.2B
| – | – |
-11,300
|
|
||
153
Amcor
AMCR
$17.8B
| – | – |
-2,582
|
|
||
154
Accenture
ACN
$101B
| – | – |
-945
|
|
||
155
AbbVie
ABBV
$372B
| – | – |
-1,375
|
|