FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,201
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$12.7M
3
+$9.58M
4
CVX icon
Chevron
CVX
+$7.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.47M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.97%
2 Technology 5.37%
3 Healthcare 4.55%
4 Energy 4.15%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$195K 0.08%
+4,760
227
$192K 0.07%
+1,848
228
$192K 0.07%
+2,350
229
$189K 0.07%
+2,914
230
$189K 0.07%
+4,053
231
$189K 0.07%
+3,817
232
$185K 0.07%
+696
233
$185K 0.07%
+3,110
234
$185K 0.07%
+13,296
235
$184K 0.07%
+597
236
$182K 0.07%
+328
237
$182K 0.07%
+1,543
238
$181K 0.07%
+1,790
239
$180K 0.07%
+2,317
240
$180K 0.07%
+370
241
$177K 0.07%
+713
242
$176K 0.07%
+5,031
243
$175K 0.07%
+342
244
$174K 0.07%
+6,585
245
$170K 0.07%
+1,549
246
$170K 0.07%
+507
247
$169K 0.07%
+2,347
248
$168K 0.07%
+1,270
249
$168K 0.07%
+1,058
250
$165K 0.06%
+5,590
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