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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
1
$21.7M 8.64%
179,687
+7,644
2
$13.8M 5.5%
137,467
+14,439
3
$13.3M 5.3%
148,681
+8,124
4
$9.15M 3.65%
27,897
+1,389
5
$7.64M 3.05%
117,112
+6,022
6
$7.57M 3.02%
281,959
+3,048
7
$7.14M 2.85%
261,685
-822
8
$6.9M 2.75%
115,200
+19,557
9
$6.09M 2.43%
10,140
+103
10
$5.86M 2.34%
8,796
-1,815
11
$5.61M 2.24%
103,469
+9,408
12
$5.54M 2.21%
9,052
+685
13
$5.5M 2.19%
87,381
+5,779
14
$5.18M 2.07%
65,675
+11,863
15
$4.65M 1.85%
98,050
+18,975
16
$4.55M 1.82%
21,089
+470
17
$4.45M 1.78%
48,528
+29,129
18
$4.33M 1.73%
8,615
+2,645
19
$4.25M 1.7%
35,784
+1,341
20
$4.12M 1.64%
81,132
+19,593
21
$4.07M 1.63%
15,998
-966
22
$3.21M 1.28%
61,412
+3,758
23
$3.15M 1.26%
22,378
+899
24
$3.09M 1.23%
5,957
+138
25
$2.63M 1.05%
55,958
+218
1
2 3 4 5