FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$26.4M
2
+$18.2M
3
+$6.9M
4
AAPL icon
Apple
AAPL
+$6.23M
5
BND icon
Vanguard Total Bond Market
BND
+$5.91M

Top Sells

1
+$2.36M
2
+$1.15M
3
+$1.07M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.04M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.01M

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
2626
– –
-48
2627
– –
-21
2628
– –
-1
2629
– –
-22
2630
– –
-4,000
2631
– –
-1,338
2632
– –
-60
2633
– –
-1
2634
– –
-130
2635
– –
-100
2636
– –
-2
2637
– –
-1
2638
– –
-56
2639
– –
-1,000
2640
– –
-30
2641
– –
-50
2642
– –
-16
2643
– –
-222
2644
– –
-400
2645
– –
-50
2646
– –
-17
2647
– –
-6
2648
– –
0
2649
– –
-221
2650
– –
-2,100
104 105
106
107 108