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
276
$133K 0.05%
+3,841
277
$132K 0.05%
+673
278
$132K 0.05%
+1,656
279
$132K 0.05%
+803
280
$131K 0.05%
+2,975
281
$130K 0.05%
+3,090
282
$130K 0.05%
+466
283
$128K 0.05%
+1,240
284
$128K 0.05%
+328
285
$126K 0.05%
+1,758
286
$126K 0.05%
+1,121
287
$125K 0.05%
+514
288
$123K 0.05%
+3,013
289
$121K 0.05%
+894
290
$120K 0.05%
+924
291
$117K 0.05%
+1,807
292
$117K 0.05%
+3,424
293
$117K 0.05%
+1,024
294
$116K 0.05%
+1,208
295
$116K 0.04%
+880
296
$115K 0.04%
+2,297
297
$115K 0.04%
+1,538
298
$113K 0.04%
+723
299
$113K 0.04%
+1,320
300
$112K 0.04%
+442
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