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
26
$1.55M 0.6%
+30,042
27
$1.53M 0.59%
+20,505
28
$1.46M 0.57%
+66,495
29
$1.41M 0.55%
+18,744
30
$1.39M 0.54%
+14,684
31
$1.34M 0.52%
+15,913
32
$1.33M 0.51%
+18,497
33
$1.28M 0.5%
+56,352
34
$1.26M 0.49%
+52,260
35
$1.26M 0.49%
+17,468
36
$1.23M 0.48%
+16,399
37
$1.2M 0.47%
+27,329
38
$1.19M 0.46%
+47,217
39
$1.19M 0.46%
+29,020
40
$1.15M 0.44%
+15,398
41
$1.12M 0.43%
+36,490
42
$1.07M 0.42%
+45,854
43
$1.04M 0.4%
+18,869
44
$1.03M 0.4%
+31,517
45
$1.02M 0.4%
+20,207
46
$1.01M 0.39%
+44,308
47
$1M 0.39%
+5,663
48
$988K 0.38%
+23,422
49
$957K 0.37%
+6,561
50
$955K 0.37%
+9,154
1
2
3 4 5