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
351
$233K 0.04%
1,095
+58
352
$232K 0.04%
23,360
+8,713
353
$232K 0.04%
16,000
354
$231K 0.04%
1,513
+205
355
$230K 0.04%
2,672
+2,447
356
$230K 0.04%
812
+172
357
$230K 0.04%
9,248
358
$229K 0.04%
2,845
-584
359
$227K 0.04%
3,620
+190
360
$226K 0.04%
8,641
+915
361
$222K 0.03%
3,295
362
$221K 0.03%
9,026
-1,712
363
$220K 0.03%
5,619
-1,040
364
$218K 0.03%
1,564
+1,496
365
$216K 0.03%
1,065
+12
366
$215K 0.03%
2,122
+678
367
$214K 0.03%
2,413
+570
368
$214K 0.03%
1,179
+1,162
369
$212K 0.03%
2,374
+2,213
370
$212K 0.03%
4,636
+319
371
$211K 0.03%
+1,451
372
$210K 0.03%
6,228
+1,106
373
$209K 0.03%
588
+536
374
$209K 0.03%
4,302
+3,389
375
$209K 0.03%
7,753
+4,357
13 14
15
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