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
$216M
AUM Growth
+$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$1.74M
3
+$687K

Top Sells

1
+$7.12M
2
+$1.37M
3
+$145K
4
RHI icon
Robert Half
RHI
+$75.5K

Sector Composition

1 Industrials 27.47%
2 Financials 18.51%
3 Communication Services 17.8%
4 Materials 9.38%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 9.38%
98,000
2
$19M 8.82%
434,800
3
$17.5M 8.11%
359,220
4
$16.7M 7.76%
348,740
5
$15.7M 7.28%
342,500
-30,000
6
$14.8M 6.89%
269,225
7
$14.8M 6.87%
294,250
-1,500
8
$12.2M 5.67%
829,000
9
$12.1M 5.6%
172,494
10
$9.04M 4.19%
77,977
-1,252
11
$8.84M 4.1%
183,461
12
$7.18M 3.33%
133,050
13
$7.14M 3.31%
+304,464
14
$6.45M 2.99%
338,182
15
$4.44M 2.06%
240,956
+37,266
16
$4.17M 1.93%
127,500
17
$3.89M 1.81%
61,090
18
$3.83M 1.78%
29,495
19
$3.72M 1.73%
19,950
20
$2.2M 1.02%
57,835
21
$2.01M 0.93%
59,850
22
$1.74M 0.81%
+36,200
23
$1.73M 0.8%
23,175
24
$1.16M 0.54%
9,844
25
$1.04M 0.48%
11,450
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