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
51
– –
-6,632
52
– –
-63,274
53
– –
-13,038
54
– –
-2,300
55
– –
-11,263
1 2
3