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
301
$290K 0.05%
3,211
-66
302
$289K 0.05%
3,872
+947
303
$289K 0.05%
11,527
-742
304
$288K 0.05%
5,050
+361
305
$288K 0.05%
4,170
+272
306
$287K 0.05%
5,755
-1
307
$287K 0.05%
7,628
+1,791
308
$286K 0.04%
3,656
+1,769
309
$285K 0.04%
+34,696
310
$279K 0.04%
8,875
+8,193
311
$278K 0.04%
6,613
-766
312
$278K 0.04%
5,370
-103
313
$271K 0.04%
623
+262
314
$271K 0.04%
+13,217
315
$271K 0.04%
1,017
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316
$270K 0.04%
7,235
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317
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12,667
-1,744
318
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1,874
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319
$266K 0.04%
8,107
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320
$266K 0.04%
1,329
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321
$266K 0.04%
11,086
-194
322
$265K 0.04%
6,515
+4,685
323
$262K 0.04%
10,807
+116
324
$260K 0.04%
1,322
+524
325
$259K 0.04%
6,350
+1,912
11 12
13
14 15