FF
Farnam Financial Portfolio holdings
AUM
$111M
This Quarter Return
+5.28%
1 Year Return
+9.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.1M
AUM Growth
–
Cap. Flow
+$91.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.24%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$14M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$13.9M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$13.7M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$5.11M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Financials | 3.11% |
| 3 | Consumer Discretionary | 2.78% |
| 4 | Healthcare | 2.5% |
| 5 | Energy | 0.31% |
