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
401
$72.5K 0.03%
+388
402
$72K 0.03%
+1,432
403
$71.9K 0.03%
+1,023
404
$71.9K 0.03%
+1,888
405
$71.8K 0.03%
+504
406
$71.8K 0.03%
+1,135
407
$71K 0.03%
+296
408
$70.8K 0.03%
+1,552
409
$70.2K 0.03%
+479
410
$70.1K 0.03%
+1,096
411
$70.1K 0.03%
+820
412
$70K 0.03%
+3,871
413
$69.6K 0.03%
+445
414
$69.6K 0.03%
+519
415
$69.5K 0.03%
+248
416
$69.1K 0.03%
+2,554
417
$69K 0.03%
+201
418
$68.9K 0.03%
+681
419
$68.3K 0.03%
+1,110
420
$68.3K 0.03%
+469
421
$68K 0.03%
+1,110
422
$67.7K 0.03%
+2,277
423
$67.7K 0.03%
+2,520
424
$67.6K 0.03%
+1,342
425
$67.5K 0.03%
+2,052