FF

Farrow Financial Portfolio holdings

AUM $165M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.31M
3
+$361K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$272K
5
AMZN icon
Amazon
AMZN
+$248K

Top Sells

1
+$2.79M
2
+$2.06M
3
+$1.45M
4
ALB icon
Albemarle
ALB
+$874K
5
NKE icon
Nike
NKE
+$216K

Sector Composition

1 Technology 22.42%
2 Industrials 6.81%
3 Healthcare 5.56%
4 Utilities 4.9%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.47%
44,992
+599
27
$2.09M 1.43%
15,275
+141
28
$2.03M 1.38%
2,578
+31
29
$2M 1.36%
11,528
+279
30
$1.9M 1.3%
53,432
+478
31
$1.9M 1.29%
16,079
+248
32
$1.9M 1.29%
39,907
+554
33
$1.8M 1.22%
58,192
+2,841
34
$1.79M 1.22%
3,352
+28
35
$1.61M 1.1%
8,518
+315
36
$1.44M 0.98%
22,089
+211
37
$1.09M 0.74%
7,171
+69
38
$1.03M 0.7%
6,239
+110
39
$938K 0.64%
17,360
+341
40
$887K 0.6%
90,649
-942
41
$829K 0.56%
39,543
42
$718K 0.49%
16,100
43
$699K 0.48%
2,948
44
$590K 0.4%
1,450
-100
45
$561K 0.38%
10,931
+1,096
46
$552K 0.38%
1,015
+261
47
$300K 0.2%
8,113
48
$248K 0.17%
+1,281
49
$214K 0.15%
10,662
+62
50
$11.5K 0.01%
11,500
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