FF

Farrell Financial Portfolio holdings

AUM $160M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Sells

1 +$614K
2 +$394K
3 +$342K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$151K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$112K

Sector Composition

1 Technology 9.06%
2 Financials 3.4%
3 Consumer Discretionary 1.57%
4 Consumer Staples 0.44%
5 Energy 0.25%