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FF
Farrow Financial Portfolio holdings
AUM
$176M
1-Year Est. Return
22.38%
This Fund
S&P 500
1 Year Est. Return
+22.38%
AUM
$176M
AUM Growth
+$2.04M
(+1.2%)
Holding
54
Top Buys
| 1 | +$4.65M | |
| 2 | +$1.38M | |
| 3 | +$677K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$606K |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$543K |
Top Sells
| 1 | +$799K | |
| 2 | +$655K | |
| 3 | +$640K | |
| 4 |
Apple
AAPL
|
+$473K |
| 5 |
MasTec
MTZ
|
+$415K |
Sector Composition
| 1 | Technology | 14.42% |
| 2 | Industrials | 5.62% |
| 3 | Utilities | 4.92% |
| 4 | Financials | 3.79% |
| 5 | Healthcare | 3.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Regions Financial
RF
$25.8B
| $261K | 0.15% |
10,000
-500
|
|
||
52
Amazon
AMZN
$2.61T
| $220K | 0.13% |
1,058
|
|
||
53
Lineage Cell Therapeutics
LCTX
$337M
| $18.2K | 0.01% |
11,500
|
|
||
54
Broadcom
AVGO
$1.71T
| – | – |
-580
|
|