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
251
$164K 0.06%
+2,895
252
$163K 0.06%
+1,755
253
$159K 0.06%
+6,630
254
$157K 0.06%
+948
255
$156K 0.06%
+784
256
$156K 0.06%
+708
257
$152K 0.06%
+5,651
258
$151K 0.06%
+5,466
259
$150K 0.06%
+1,811
260
$149K 0.06%
+2,242
261
$149K 0.06%
+270
262
$148K 0.06%
+4,270
263
$146K 0.06%
+3,991
264
$146K 0.06%
+5,287
265
$145K 0.06%
+2,048
266
$144K 0.06%
+4,176
267
$143K 0.06%
+676
268
$141K 0.05%
+9,417
269
$139K 0.05%
+1,354
270
$139K 0.05%
+1,976
271
$138K 0.05%
+1,510
272
$138K 0.05%
+6,796
273
$137K 0.05%
+2,084
274
$136K 0.05%
+778
275
$135K 0.05%
+359
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