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
476
$51.6K 0.02%
+4,628
477
$51.5K 0.02%
+1,259
478
$51.4K 0.02%
+1,257
479
$51K 0.02%
+822
480
$50.6K 0.02%
+306
481
$50.5K 0.02%
+291
482
$50.4K 0.02%
+283
483
$50.4K 0.02%
+150
484
$50.2K 0.02%
+174
485
$49.8K 0.02%
+1,102
486
$49.6K 0.02%
+1,195
487
$49.5K 0.02%
+155
488
$49.4K 0.02%
+645
489
$49.4K 0.02%
+2,400
490
$48.9K 0.02%
+785
491
$48.8K 0.02%
+232
492
$48.8K 0.02%
+2,000
493
$48.6K 0.02%
+1,278
494
$48.5K 0.02%
+175
495
$48.1K 0.02%
+88
496
$47.8K 0.02%
+305
497
$47.7K 0.02%
+159
498
$47.7K 0.02%
+1,540
499
$47.6K 0.02%
+340
500
$47.6K 0.02%
+149