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
376
$78.7K 0.03%
+853
377
$78.6K 0.03%
+1,802
378
$78.5K 0.03%
+1,246
379
$78.3K 0.03%
+361
380
$78.3K 0.03%
+1,032
381
$78K 0.03%
+556
382
$77.9K 0.03%
+1,262
383
$77.9K 0.03%
+817
384
$77.5K 0.03%
+546
385
$77.4K 0.03%
+597
386
$76.7K 0.03%
+896
387
$76.5K 0.03%
+106
388
$76.5K 0.03%
+31
389
$76.4K 0.03%
+565
390
$75.4K 0.03%
+2,148
391
$75.1K 0.03%
+1,610
392
$75.1K 0.03%
+1,574
393
$74.9K 0.03%
+1,034
394
$74K 0.03%
+546
395
$73.9K 0.03%
+960
396
$73.8K 0.03%
+2,193
397
$73.4K 0.03%
+1,283
398
$73K 0.03%
+2,950
399
$72.6K 0.03%
+1,815
400
$72.5K 0.03%
+794
14 15
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