FIM

Farmhouse Investment Management Portfolio holdings

AUM $188M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$16.9M
3
+$16.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.8M
5
WFC icon
Wells Fargo
WFC
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.95%
2 Financials 18.28%
3 Communication Services 16.08%
4 Materials 10.71%
5 Energy 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$626K 0.31%
+11,500
27
$507K 0.25%
+29,700
28
$493K 0.24%
+10,476
29
$300K 0.15%
+5,051
30
$260K 0.13%
+5,772
31
$207K 0.1%
+8,250
1
2