FF

Farrow Financial Portfolio holdings

AUM $172M
1-Year Est. Return 16.39%
This Quarter Est. Return
1 Year Est. Return
+16.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.33M
3
+$2.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
LECO icon
Lincoln Electric
LECO
+$395K

Top Sells

1
+$6.01M
2
+$2.4M
3
+$2.22M
4
TECK icon
Teck Resources
TECK
+$1.75M
5
MTZ icon
MasTec
MTZ
+$582K

Sector Composition

1 Technology 17.65%
2 Financials 5.1%
3 Utilities 4.95%
4 Healthcare 4.88%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-68,809
52
– –
-43,401
53
– –
-60,328
1 2
3