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
301
$112K 0.04%
+1,058
302
$111K 0.04%
+3,554
303
$111K 0.04%
+3,812
304
$110K 0.04%
+1,136
305
$110K 0.04%
+2,190
306
$109K 0.04%
+3,819
307
$109K 0.04%
+4,283
308
$108K 0.04%
+452
309
$108K 0.04%
+3,733
310
$108K 0.04%
+2,608
311
$108K 0.04%
+8,600
312
$107K 0.04%
+1,682
313
$106K 0.04%
+510
314
$106K 0.04%
+1,489
315
$106K 0.04%
+1,130
316
$105K 0.04%
+909
317
$105K 0.04%
+4,000
318
$105K 0.04%
+665
319
$105K 0.04%
+2,211
320
$105K 0.04%
+1,127
321
$104K 0.04%
+1,378
322
$104K 0.04%
+1,528
323
$103K 0.04%
+4,286
324
$103K 0.04%
+3,750
325
$103K 0.04%
+6,790
11 12
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