Asset Manager
← All Institutions
Arrowroot Family Office, LLC
Market Value
$0
-100.0%
Holdings
133
-10
New Purchases
0
Added To
0
Closed
133
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 35 | $0 | 0% |
| Large Cap | 67 | $0 | 0% |
| Mid Cap | 15 | $0 | 0% |
| Small Cap | 11 | $0 | 0% |
| Micro Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$371.5B
Median Market Cap
$47.8B
Avg P/E
45.6
Median P/E
26.4
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
47
# ETFs / Funds
86
Top Holdings (133 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WM | —% | — | — | — | -$306K | -1,518 | -100.0% | SOLD |
| 2 | DIS | —% | — | — | — | -$466K | -4,189 | -100.0% | SOLD |
| 3 | CVX | —% | — | — | — | -$605K | -4,175 | -100.0% | SOLD |
| 4 | FDX | —% | — | — | — | -$292K | -1,039 | -100.0% | SOLD |
| 5 | XOM | —% | — | — | — | -$362K | -3,365 | -100.0% | SOLD |
| 6 | BROS | —% | — | — | — | -$890K | -16,992 | -100.0% | SOLD |
| 7 | AON | —% | — | — | — | -$519K | -1,445 | -100.0% | SOLD |
| 8 | GPC | —% | — | — | — | -$210K | -1,801 | -100.0% | SOLD |
| 9 | HD | —% | — | — | — | -$312K | -801 | -100.0% | SOLD |
| 10 | ABBV | —% | — | — | — | -$204K | -1,146 | -100.0% | SOLD |
| 11 | CL | —% | — | — | — | -$1M | -14,731 | -100.0% | SOLD |
| 12 | CRM | —% | — | — | — | -$2M | -5,582 | -100.0% | SOLD |
| 13 | TGT | —% | — | — | — | -$313K | -2,313 | -100.0% | SOLD |
| 14 | CRWD | —% | — | — | — | -$292K | -853 | -100.0% | SOLD |
| 15 | LMT | —% | — | — | — | -$233K | -479 | -100.0% | SOLD |
| 16 | CAT | —% | — | — | — | -$1M | -3,148 | -100.0% | SOLD |
| 17 | JPM | —% | — | — | — | -$266K | -1,109 | -100.0% | SOLD |
| 18 | PG | —% | — | — | — | -$478K | -2,851 | -100.0% | SOLD |
| 19 | V | —% | — | — | — | -$1M | -3,938 | -100.0% | SOLD |
| 20 | LLY | —% | — | — | — | -$1M | -1,330 | -100.0% | SOLD |
| 21 | AZO | —% | — | — | — | -$202K | -63 | -100.0% | SOLD |
| 22 | AOS | —% | — | — | — | -$206K | -3,014 | -100.0% | SOLD |
| 23 | MCD | —% | — | — | — | -$201K | -694 | -100.0% | SOLD |
| 24 | HL | —% | — | — | — | -$108K | -21,975 | -100.0% | SOLD |
| 25 | JNJ | —% | — | — | — | -$476K | -3,294 | -100.0% | SOLD |
| 26 | META | —% | — | — | — | -$291K | -496 | -100.0% | SOLD |
| 27 | PPG | —% | — | — | — | -$211K | -1,770 | -100.0% | SOLD |
| 28 | COST | —% | — | — | — | -$1M | -1,151 | -100.0% | SOLD |
| 29 | AMD | —% | — | — | — | -$214K | -1,770 | -100.0% | SOLD |
| 30 | AMZN | —% | — | — | — | -$2M | -7,662 | -100.0% | SOLD |
| 31 | LULU | —% | — | — | — | -$244K | -638 | -100.0% | SOLD |
| 32 | AAPL | —% | — | — | — | -$5M | -18,305 | -100.0% | SOLD |
| 33 | AGNT | —% | — | — | — | -$253K | -21,964 | -100.0% | SOLD |
| 34 | DVY | —% | — | — | — | -$586K | -4,460 | -100.0% | SOLD |
| 35 | BND | —% | — | — | — | -$389K | -5,405 | -100.0% | SOLD |
| 36 | STOT | —% | — | — | — | -$3M | -67,313 | -100.0% | SOLD |
| 37 | MTUM | —% | — | — | — | -$343K | -1,659 | -100.0% | SOLD |
| 38 | YUM | —% | — | — | — | -$298K | -2,221 | -100.0% | SOLD |
| 39 | NKE | —% | — | — | — | -$504K | -6,667 | -100.0% | SOLD |
| 40 | IEF | —% | — | — | — | -$236K | -2,553 | -100.0% | SOLD |
| 41 | IBB | —% | — | — | — | -$2M | -11,395 | -100.0% | SOLD |
| 42 | DGRO | —% | — | — | — | -$468K | -7,629 | -100.0% | SOLD |
| 43 | CORP | —% | — | — | — | -$766K | -8,052 | -100.0% | SOLD |
| 44 | DLN | —% | — | — | — | -$257K | -3,306 | -100.0% | SOLD |
| 45 | BSV | —% | — | — | — | -$4M | -49,680 | -100.0% | SOLD |
| 46 | MUNI | —% | — | — | — | -$3M | -52,504 | -100.0% | SOLD |
| 47 | SPMO | —% | — | — | — | -$1M | -15,045 | -100.0% | SOLD |
| 48 | SCHA | —% | — | — | — | -$721K | -27,870 | -100.0% | SOLD |
| 49 | HYG | —% | — | — | — | -$218K | -2,775 | -100.0% | SOLD |
| 50 | IWR | —% | — | — | — | -$890K | -10,073 | -100.0% | SOLD |
| 51 | VGT | —% | — | — | — | -$433K | -696 | -100.0% | SOLD |
| 52 | IVV | —% | — | — | — | -$784K | -1,333 | -100.0% | SOLD |
| 53 | LQD | —% | — | — | — | -$1M | -11,360 | -100.0% | SOLD |
| 54 | MINO | —% | — | — | — | -$1M | -32,863 | -100.0% | SOLD |
| 55 | PEP | —% | — | — | — | -$321K | -2,108 | -100.0% | SOLD |
| 56 | SPYV | —% | — | — | — | -$316K | -6,186 | -100.0% | SOLD |
| 57 | RSP | —% | — | — | — | -$803K | -4,581 | -100.0% | SOLD |
| 58 | QQQM | —% | — | — | — | -$2M | -7,920 | -100.0% | SOLD |
| 59 | USMV | —% | — | — | — | -$1M | -11,789 | -100.0% | SOLD |
| 60 | VTI | —% | — | — | — | -$7M | -25,507 | -100.0% | SOLD |
| 61 | XOP | —% | — | — | — | -$1M | -7,759 | -100.0% | SOLD |
| 62 | VTV | —% | — | — | — | -$779K | -4,598 | -100.0% | SOLD |
| 63 | VIG | —% | — | — | — | -$4M | -22,756 | -100.0% | SOLD |
| 64 | GOOGL | —% | — | — | — | -$692K | -3,657 | -100.0% | SOLD |
| 65 | VEA | —% | — | — | — | -$4M | -80,805 | -100.0% | SOLD |
| 66 | VONV | —% | — | — | — | -$10M | -117,774 | -100.0% | SOLD |
| 67 | EFAV | —% | — | — | — | -$395K | -5,584 | -100.0% | SOLD |
| 68 | AGG | —% | — | — | — | -$8M | -84,795 | -100.0% | SOLD |
| 69 | DIVO | —% | — | — | — | -$253K | -6,248 | -100.0% | SOLD |
| 70 | JPST | —% | — | — | — | -$3M | -55,667 | -100.0% | SOLD |
| 71 | IAU | —% | — | — | — | -$575K | -11,606 | -100.0% | SOLD |
| 72 | IJH | —% | — | — | — | -$6M | -97,968 | -100.0% | SOLD |
| 73 | MUB | —% | — | — | — | -$419K | -3,931 | -100.0% | SOLD |
| 74 | QCOM | —% | — | — | — | -$211K | -1,373 | -100.0% | SOLD |
| 75 | SCHD | —% | — | — | — | -$5M | -195,590 | -100.0% | SOLD |
| 76 | GOOG | —% | — | — | — | -$527K | -2,767 | -100.0% | SOLD |
| 77 | VFH | —% | — | — | — | -$542K | -4,594 | -100.0% | SOLD |
| 78 | SOXX | —% | — | — | — | -$639K | -2,965 | -100.0% | SOLD |
| 79 | TLT | —% | — | — | — | -$898K | -10,278 | -100.0% | SOLD |
| 80 | SPY | —% | — | — | — | -$4M | -7,531 | -100.0% | SOLD |
| 81 | TAXF | —% | — | — | — | -$257K | -5,128 | -100.0% | SOLD |
| 82 | SPHQ | —% | — | — | — | -$459K | -6,853 | -100.0% | SOLD |
| 83 | XLV | —% | — | — | — | -$690K | -5,013 | -100.0% | SOLD |
| 84 | WMT | —% | — | — | — | -$248K | -2,750 | -100.0% | SOLD |
| 85 | VUG | —% | — | — | — | -$811K | -1,975 | -100.0% | SOLD |
| 86 | VONG | —% | — | — | — | -$16M | -152,720 | -100.0% | SOLD |
| 87 | AVGO | —% | — | — | — | -$218K | -941 | -100.0% | SOLD |
| 88 | IYH | —% | — | — | — | -$371K | -6,374 | -100.0% | SOLD |
| 89 | VB | —% | — | — | — | -$2M | -6,967 | -100.0% | SOLD |
| 90 | SPLV | —% | — | — | — | -$868K | -12,397 | -100.0% | SOLD |
| 91 | GLD | —% | — | — | — | -$2M | -9,507 | -100.0% | SOLD |
| 92 | BIL | —% | — | — | — | -$530K | -5,800 | -100.0% | SOLD |
| 93 | JQUA | —% | — | — | — | -$4M | -72,193 | -100.0% | SOLD |
| 94 | IEMG | —% | — | — | — | -$698K | -13,357 | -100.0% | SOLD |
| 95 | JAAA | —% | — | — | — | -$1M | -27,815 | -100.0% | SOLD |
| 96 | IJR | —% | — | — | — | -$3M | -29,261 | -100.0% | SOLD |
| 97 | MSFT | —% | — | — | — | -$2M | -5,564 | -100.0% | SOLD |
| 98 | QQQ | —% | — | — | — | -$4M | -7,803 | -100.0% | SOLD |
| 99 | NVDA | —% | — | — | — | -$670K | -4,988 | -100.0% | SOLD |
| 100 | VDE | —% | — | — | — | -$826K | -6,808 | -100.0% | SOLD |