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
326
$101K 0.04%
+261
327
$101K 0.04%
+759
328
$101K 0.04%
+3,001
329
$101K 0.04%
+1,184
330
$100K 0.04%
+2,007
331
$99.4K 0.04%
+1,744
332
$98K 0.04%
+534
333
$97.9K 0.04%
+1,273
334
$97.2K 0.04%
+209
335
$97K 0.04%
+1,232
336
$95.3K 0.04%
+905
337
$95.2K 0.04%
+873
338
$94.2K 0.04%
+753
339
$94.1K 0.04%
+478
340
$93.2K 0.04%
+1,156
341
$91.7K 0.04%
+3,722
342
$91K 0.04%
+670
343
$90.8K 0.04%
+4,073
344
$90K 0.03%
+1,841
345
$89.9K 0.03%
+590
346
$89.8K 0.03%
+2,015
347
$89.8K 0.03%
+919
348
$89.6K 0.03%
+1,979
349
$89.6K 0.03%
+1,415
350
$89.1K 0.03%
+269
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