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
476
$132K 0.02%
5,332
-8,243
477
$132K 0.02%
1,536
+397
478
$130K 0.02%
3,161
+8
479
$130K 0.02%
+554
480
$130K 0.02%
1,059
-47
481
$130K 0.02%
+1,233
482
$129K 0.02%
875
+82
483
$129K 0.02%
746
+735
484
$128K 0.02%
3,000
485
$128K 0.02%
2,485
+1,346
486
$128K 0.02%
844
+153
487
$127K 0.02%
2,875
488
$127K 0.02%
1,579
+1,172
489
$127K 0.02%
1,037
+554
490
$126K 0.02%
+647
491
$125K 0.02%
5,074
+1,515
492
$125K 0.02%
1,440
+89
493
$124K 0.02%
2,167
+188
494
$123K 0.02%
4,000
-1,400
495
$123K 0.02%
+2,808
496
$123K 0.02%
1,807
+254
497
$122K 0.02%
+5,000
498
$122K 0.02%
1,198
+662
499
$122K 0.02%
1,330
+318
500
$122K 0.02%
1,630
+61
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