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
451
$59.7K 0.02%
+1,720
452
$59.5K 0.02%
+2,516
453
$59.1K 0.02%
+292
454
$58.2K 0.02%
+2,661
455
$58.1K 0.02%
+3,841
456
$58K 0.02%
+2,497
457
$57.9K 0.02%
+6,111
458
$57.5K 0.02%
+1,683
459
$57.2K 0.02%
+1,884
460
$57.1K 0.02%
+652
461
$56.8K 0.02%
+1,319
462
$55.5K 0.02%
+534
463
$55.4K 0.02%
+225
464
$55.1K 0.02%
+1,191
465
$55.1K 0.02%
+659
466
$54.8K 0.02%
+27
467
$54.4K 0.02%
+1,928
468
$54.4K 0.02%
+153
469
$53.5K 0.02%
+763
470
$52.5K 0.02%
+204
471
$52.3K 0.02%
+796
472
$52K 0.02%
+157
473
$52K 0.02%
+638
474
$51.9K 0.02%
+887
475
$51.8K 0.02%
+408
17 18
19
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