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
$637M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,748
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.7M
3
+$6.63M
4
AAPL icon
Apple
AAPL
+$5.81M
5
BND icon
Vanguard Total Bond Market
BND
+$5.77M

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$979K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$947K

Sector Composition

1 Technology 7.95%
2 Financials 4.93%
3 Healthcare 4.01%
4 Consumer Discretionary 3.09%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$43 ﹤0.01%
10
2577
$43 ﹤0.01%
5
2578
$39 ﹤0.01%
8
-8
2579
$34 ﹤0.01%
1
-847
2580
$34 ﹤0.01%
1
2581
$34 ﹤0.01%
10
2582
$33 ﹤0.01%
25
2583
– –
0
2584
$30 ﹤0.01%
50
2585
$27 ﹤0.01%
3
2586
$27 ﹤0.01%
+2
2587
– –
0
2588
– –
0
2589
$20 ﹤0.01%
1
2590
$19 ﹤0.01%
+1
2591
$18 ﹤0.01%
3
2592
$16 ﹤0.01%
1
2593
$14 ﹤0.01%
2
2594
$12 ﹤0.01%
2
2595
$12 ﹤0.01%
+2
2596
$11 ﹤0.01%
5
2597
$10 ﹤0.01%
2
2598
– –
0
2599
– –
-121
2600
– –
0
102 103
104
105 106