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
$2.67B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,206
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$18.8M
4
AAPL icon
Apple
AAPL
+$17.4M
5
MSFT icon
Microsoft
MSFT
+$14.8M

Top Sells

1
+$6.55M
2
+$4.29M
3
+$2.09M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.64M
5
NEE icon
NextEra Energy
NEE
+$1.61M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4051
– –
-513
4052
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-1,782
4053
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-16
4054
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-41
4055
– –
-79,857
4056
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-20
4057
$0 ﹤0.01%
98
4058
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-2
4059
$0 ﹤0.01%
312
4060
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-92
4061
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-115
4062
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-3,958
4063
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-12
4064
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-77
4065
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-25
4066
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0
4067
$0 ﹤0.01%
126
4068
$0 ﹤0.01%
+1
4069
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-780
4070
– –
-570
4071
$0 ﹤0.01%
+4
4072
$0 ﹤0.01%
100
4073
$0 ﹤0.01%
+100
4074
$0 ﹤0.01%
20
4075
$0 ﹤0.01%
+10
161 162
163
164 165