FF
Farnam Financial Portfolio holdings
AUM
$129M
1-Year Est. Return
11.07%
1 Year Est. Return
+11.07%
AUM
$129M
AUM Growth
+$17.5M
(+16%)
Holding
52
Top Buys
| 1 | +$3.35M | |
| 2 | +$2.35M | |
| 3 | +$1.56M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.05M |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$948K |
Top Sells
| 1 | +$1.39M | |
| 2 | +$678K | |
| 3 | +$362K | |
| 4 |
Tesla
TSLA
|
+$267K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$243K |
Sector Composition
| 1 | Technology | 8.63% |
| 2 | Consumer Discretionary | 2.41% |
| 3 | Financials | 2.34% |
| 4 | Healthcare | 0.55% |
| 5 | Energy | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
VanEck Semiconductor ETF
SMH
$36.6B
| $228K | 0.18% |
+700
|
|
||
52
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.31B
| – | – |
-3,456
|
|