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
426
$67.2K 0.03%
+577
427
$67.1K 0.03%
+1,717
428
$66.7K 0.03%
+3,070
429
$66.1K 0.03%
+641
430
$65.7K 0.03%
+384
431
$65.5K 0.03%
+247
432
$65.2K 0.03%
+1,675
433
$65.2K 0.03%
+3,030
434
$65.1K 0.03%
+2,500
435
$65.1K 0.03%
+1,302
436
$65.1K 0.03%
+197
437
$64.8K 0.03%
+306
438
$64.5K 0.03%
+567
439
$64.4K 0.03%
+1,712
440
$63.8K 0.02%
+2,300
441
$63.4K 0.02%
+2,231
442
$63K 0.02%
+708
443
$62.8K 0.02%
+547
444
$62.7K 0.02%
+1,172
445
$62.1K 0.02%
+746
446
$62.1K 0.02%
+352
447
$62K 0.02%
+414
448
$61.1K 0.02%
+531
449
$60.9K 0.02%
+2,897
450
$60K 0.02%
+1,389
16 17
18
19 20