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
351
$88.4K 0.03%
+1,504
352
$88K 0.03%
+1,773
353
$86.9K 0.03%
+495
354
$86.9K 0.03%
+711
355
$86.8K 0.03%
+1,663
356
$86.8K 0.03%
+1,199
357
$86.7K 0.03%
+216
358
$86.6K 0.03%
+1,925
359
$85.3K 0.03%
+1,195
360
$84K 0.03%
+1,521
361
$83.4K 0.03%
+740
362
$83.2K 0.03%
+977
363
$83.1K 0.03%
+752
364
$82.3K 0.03%
+1,809
365
$81.9K 0.03%
+510
366
$81.5K 0.03%
+4,474
367
$81.4K 0.03%
+4,569
368
$81.4K 0.03%
+647
369
$81.3K 0.03%
+1,779
370
$80.9K 0.03%
+548
371
$80.1K 0.03%
+1,078
372
$79.6K 0.03%
+1,040
373
$78.9K 0.03%
+2,856
374
$78.8K 0.03%
+940
375
$78.8K 0.03%
+2,954
13 14
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