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
$3.92B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,518
New
Increased
Reduced
Closed

Top Buys

1
+$72.5M
2
+$48.2M
3
+$46.6M
4
BND icon
Vanguard Total Bond Market
BND
+$41.3M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$37.2M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.23M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.46M

Sector Composition

1 Technology 9.18%
2 Consumer Discretionary 4.79%
3 Financials 4.18%
4 Healthcare 2.83%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4376
– –
-10
4377
$0 ﹤0.01%
+67
4378
$0 ﹤0.01%
+1
4379
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-4
4380
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-212
4381
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-517
4382
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-1
4383
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-1
4384
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-398
4385
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-24
4386
$0 ﹤0.01%
8,930
4387
$0 ﹤0.01%
11
4388
– –
-36
4389
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-15
4390
– –
-422
4391
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-482
4392
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4393
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-300
4394
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-550
4395
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-5,990
4396
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0
4397
– –
-254,089
4398
– –
0
4399
– –
-10
4400
– –
-101
174 175
176
177 178