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
$210M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.98M
3
+$55.7K

Top Sells

1
+$846K
2
+$732K
3
+$235K

Sector Composition

1 Industrials 24.02%
2 Financials 18.51%
3 Communication Services 17.37%
4 Materials 10.38%
5 Energy 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.32%
11,500
27
$662K 0.31%
7,596
28
$534K 0.25%
10,476
29
$309K 0.15%
5,051
30
$289K 0.14%
5,772
31
$271K 0.13%
15,900
-13,800
32
$208K 0.1%
8,250
1
2