Robert Santos Portfolio
Invests via Arrowroot Family Office, LLC | Managed by Roberto (Rob) Santos, Michael Murray Knittel
Invests via Arrowroot Family Office, LLC
Managed by Roberto (Rob) Santos, Michael Murray Knittel
Automatically Tracked
Robert Santos Profile
Seasoned statistical executive and public-sector leader, Robert Santos has led national demographic data programs and steered large-scale surveys for government and research institutions. Known for melding rigorous methodology with operational scale, he brings experience in federal statistical systems, survey operations, and stakeholder engagement across academia, non‑profit research, and public agencies. Market relevance stems from expertise in population data infrastructure, policy-informing analytics, and program management of multi-hundred-million-dollar statistical operations.
Seasoned statistical executive and public-sector leader, Robert Santos has led national demographic data programs and steered large-scale surveys for government and research institutions. Known for melding rigorous methodology with operational scale, he brings experience in federal statistical systems, survey operations, and stakeholder engagement across academia, non‑profit research, and public agencies. Market relevance stems from expertise in population data infrastructure, policy-informing analytics, and program management of multi-hundred-million-dollar statistical operations.
Investment Philosophy & Strategy
Prioritizes evidence-driven, long-horizon capital allocation that treats data infrastructure and civic-oriented analytics as core investment themes. Leans toward opportunities that combine rigorous measurement, scalable operations and public‑sector partnerships—platforms for population data, survey technology, and policy analytics. Underwrites deals with quantitative due diligence, process controls and stakeholder alignment, emphasizing operational scalability, predictable revenue models and reputational risk management. Prefers disciplined, diversified positions held to realize structural efficiency gains and societal impact over time.
Prioritizes evidence-driven, long-horizon capital allocation that treats data infrastructure and civic-oriented analytics as core investment themes. Leans toward opportunities that combine rigorous measurement, scalable operations and public‑sector partnerships—platforms for population data, survey technology, and policy analytics. Underwrites deals with quantitative due diligence, process controls and stakeholder alignment, emphasizing operational scalability, predictable revenue models and reputational risk management. Prefers disciplined, diversified positions held to realize structural efficiency gains and societal impact over time.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.15%
Gain
Monthly
0.25%
Yearly
3.05%
Drawdown
33.77%
$296.53M
Equity
Holdings
$296.53M
Investment
$234.8M
$74.12M
Profit -$893,326.24
Realized
$12.38M
Unrealized
$61.73M
Dividends
$12.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$893,326.24
Win %
78%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.69M
Win %
78%
This Month
Compared to last month
Gain
-0.71%
Profit
-$2.11M
Win %
78%
This Year
Compared to last year
Gain
8.81%
Profit
$24M
Win %
78%
CRM Salesforce Inc
+4.5%
+$38,499.85 
WM Waste Management, Inc.
+4.39%
+$14,539.04 
IBM International Business Machines Corporation
+3.78%
+$14,733.58 
NKE Nike, Inc. - Class B
+3.77%
+$7,549.41 
CL Colgate-Palmolive Company
+3.04%
+$42,695.24 
ISRG Intuitive Surgical, Inc.
+2.8%
+$3,956.7 
AON Aon plc
+2.79%
+$12,421.84 
COST Costco Wholesale Corporation
+2.69%
+$23,134.53 
VDC VANGUARD CONSUMER STAPLES ETF
+2.61%
+$5,662.9 
WMT Walmart Inc.
+2.59%
+$8,520.48 
MCD McDonald's Corporation
+2.57%
+$6,303.87 
MA Mastercard Incorporated
+2.46%
+$4,933.06 
AZO AutoZone Inc.
+2.36%
+$4,135.9 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$16,724.08 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$178,328.43 
MSFT Microsoft Corp.
+2.09%
+$48,678.18 
V Visa Inc. Class A
+2.02%
+$30,293.25 
PG Procter & Gamble Co
+2.01%
+$12,399.78 
IYH iShares U.S. Healthcare ETF
+1.96%
+$7,083.17 
DVY iShares Select Dividend ETF
+1.64%
+$7,970.52 
SPLV Invesco S&P 500 Low Volatility ETF
+1.64%
+$14,253.14 
FDIV MarketDesk Focused US Dividend ETF
+1.35%
+$106,161.38 
LLY Eli Lilly and Company
+1.34%
+$22,495.2 
CVX Chevron Corporation
+1.33%
+$9,483.98 
HD The Home Depot, Inc.
+1.24%
+$3,497.71 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$56,427.89 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.16%
+$15,958.05 
XOM Exxon Mobil Corporation
+1.14%
+$5,862.45 
UBER Uber Technologies, Inc.
+1.12%
+$2,877.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$9,547.86 
JNJ Johnson & Johnson
+1.06%
+$7,274.93 
USMV iShares MSCI USA Min Vol Factor ETF
+1.01%
+$10,075.65 
VDE Vanguard Energy ETF
+1%
+$13,302.4 
GRPM Invesco S&P MidCap 400 GARP ETF
+0.98%
+$12,688.65 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$6,142.43 
FDX FedEx Corporation
+0.93%
+$2,293.91 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$9,528.98 
AAPL Apple Inc.
+0.7%
+$33,014.93 
VONV Vanguard Russell 1000 Value Index Fund
+0.67%
+$121,158.83 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$1,914 
VFQY Vanguard U.S. Quality Factor Fund
+0.64%
+$4,489.26 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$33,803.1 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$19,970.3 
NFLX Netflix, Inc.
+0.44%
+$1,027.97 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$4,842.65 
LMT Lockheed Martin Corporation
+0.35%
+$950.25 
VTV Vanguard Value ETF
+0.35%
+$1,494.9 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$2,429.84 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.31%
+$920.79 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$7,851.8 
IWR iShares Russell Mid-Cap ETF
+0.25%
+$3,010.97 
MDY SPDR S&P MidCap 400 ETF Trust
+0.25%
+$1,243.56 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.24%
+$779.9 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$20,530.62 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.14%
+$612.3 
VB Vanguard Small-Cap ETF
+0.13%
+$1,547.36 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.1%
+$390.69 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$5,034.43 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$224.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$4,270.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$65.08 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$350.53 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$101.9 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$457.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$234.94 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$0.98 
INTC Intel Corporation
-6.93%
-$39,352.32 
AMD Advanced Micro Devices, Inc.
-6.62%
-$77,394.2 
MU Micron Technology, Inc.
-6.37%
-$76,617.98 
SOXX iShares Semiconductor ETF
-5.05%
-$31,857.26 
CAT Caterpillar Inc.
-4.74%
-$112,913.36 
COIN Coinbase Global, Inc.
-4.19%
-$9,442.47 
FMTM MarketDesk Focused U.S. Momentum ETF
-3.57%
-$142,468.6 
SLV iShares Silver Trust
-3.53%
-$6,963.03 
SPMO Invesco S&P 500 Momentum ETF
-3.42%
-$78,483.87 
MTUM iShares MSCI USA Momentum Factor ETF
-3.38%
-$18,737.18 
FPX First Trust US Equity Opportunities ETF
-3%
-$10,499.3 
NVDA NVIDIA Corporation
-2.77%
-$36,105.7 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.31%
-$8,085.58 
VGT Vanguard Information Technology ETF
-2.18%
-$13,952.64 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$22,782.21 
GOOGL Alphabet Inc
-1.91%
-$17,561.93 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$4,586.77 
VONG Vanguard Russell 1000 Growth Fund
-1.85%
-$454,584 
GLD SPDR Gold Shares
-1.84%
-$35,404.46 
IAU iShares Gold Trust
-1.81%
-$15,116.52 
GOOG Alphabet Inc
-1.81%
-$29,091.33 
META Meta Platforms Inc Class A
-1.69%
-$7,970.59 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$18,340.42 
HFGM Unlimited HFGM Global Macro ETF
-1.62%
-$3,844.33 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$107,531.48 
QVMT Invesco S&P 500 Concentrated QVM ETF
-1.46%
-$14,912.73 
FCLD Fidelity Cloud Computing ETF
-1.45%
-$5,389.04 
TSLA Tesla, Inc.
-1.44%
-$8,586.22 
IBIT iShares Bitcoin Trust
-1.37%
-$3,929.91 
VUG Vanguard Growth ETF
-1.25%
-$9,933 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$103,919.45 
IXUS iShares Core International Stock ETF
-1.23%
-$23,753.34 
JPM JPMorgan Chase & Co.
-1.21%
-$3,675.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$131,192.29 
SPHQ Invesco S&P 500 Quality ETF
-1.09%
-$5,897.98 
BA Boeing Company
-1.07%
-$2,658.53 
AVDE Avantis International Equity ETF
-0.99%
-$7,358.47 
YUM Yum! Brands, Inc.
-0.94%
-$2,129.27 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.89%
-$19,589.62 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$18,064.47 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.7%
-$14,367.38 
SCHM Schwab U.S. Mid-Cap ETF
-0.69%
-$16,437.05 
IQLT iShares MSCI International Quality Factor ETF
-0.59%
-$11,300.86 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$37,233.67 
IVV iShares Core S&P 500 ETF
-0.57%
-$5,503.68 
VOO Vanguard S&P 500 ETF
-0.57%
-$31,007.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$2,608.65 
AMZN Amazon.com Inc
-0.55%
-$8,923.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$57,406.14 
BAC Bank of America Corporation
-0.47%
-$1,312.25 
SUSA iShares MSCI USA ESG Select ETF
-0.46%
-$2,147.14 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,178.97 
IBB iShares Biotechnology ETF
-0.36%
-$7,502.55 
TAXF American Century Diversified Municipal Bond ETF
-0.31%
-$961 
IWM iShares Russell 2000 ETF
-0.26%
-$2,364.67 
FTMU Franklin Municipal Income ETF
-0.25%
-$246.9 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.17%
-$3,548.55 
HYBB iShares BB Rated Corporate Bond ETF
-0.13%
-$1,422.37 
MUB iShares National Muni Bond ETF
-0.12%
-$334.37 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.11%
-$2,920.47 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.1%
-$302.7 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$515.95 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.09%
-$2,776.95 
TLT iShares 20+ Year Treasury Bond ETF
-0.09%
-$665.93 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.08%
-$1,665.88 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$2,144.79 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$2,546.05 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.04%
-$1,477.06 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.03%
-$212.07 
FBND Fidelity Total Bond ETF
-0.02%
-$104.66 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$1,020.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$207 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.01%
-$510.49 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.01%
-$68.61 Events
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Dividends
Dividend Analysis
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| Trades 1361 | Longs Won 1018/1361 74% | Profit Factor 15.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,716.86 |
| Average Win $77,712.55 | Best Trade (Jul 10) $4.08M | Sharpe Ratio -9.84 |
| Average Loss -$14,564.73 | Worst Trade (Jun 29) -$423,009.47 | Z-Score 10.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $54,456.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
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