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
$637M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,748
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.7M
3
+$6.63M
4
AAPL icon
Apple
AAPL
+$5.81M
5
BND icon
Vanguard Total Bond Market
BND
+$5.77M

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$979K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$947K

Sector Composition

1 Technology 7.95%
2 Financials 4.93%
3 Healthcare 4.01%
4 Consumer Discretionary 3.09%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 0.73%
36,609
+4,031
27
$4.51M 0.71%
90,455
+47,550
28
$4.49M 0.7%
69,717
+58,980
29
$4.32M 0.68%
17,276
+6,480
30
$4.28M 0.67%
58,393
+6,704
31
$3.94M 0.62%
178,763
+44,676
32
$3.92M 0.62%
52,134
+20,025
33
$3.76M 0.59%
35,870
-877
34
$3.57M 0.56%
27,092
+8,819
35
$3.49M 0.55%
144,279
+86,583
36
$3.38M 0.53%
38,129
+27,407
37
$3.13M 0.49%
19,656
+2,123
38
$3.13M 0.49%
41,359
+6,376
39
$3.07M 0.48%
53,640
+11,066
40
$3.02M 0.47%
41,782
+8,156
41
$2.86M 0.45%
18,424
+10,590
42
$2.84M 0.45%
5,294
+1,743
43
$2.7M 0.42%
7,548
+5,480
44
$2.64M 0.41%
18,215
+3,694
45
$2.64M 0.41%
29,526
-531
46
$2.57M 0.4%
99,259
+34,308
47
$2.54M 0.4%
106,156
-2,836
48
$2.54M 0.4%
11,044
+3,563
49
$2.49M 0.39%
137,533
-1,121
50
$2.45M 0.39%
25,993
+18,530
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