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
501
$47K 0.02%
+1,146
502
$46.9K 0.02%
+643
503
$46.8K 0.02%
+1,254
504
$46.8K 0.02%
+890
505
$46.7K 0.02%
+437
506
$46.5K 0.02%
+1,593
507
$46.5K 0.02%
+510
508
$46.4K 0.02%
+825
509
$46.2K 0.02%
+1,015
510
$46.2K 0.02%
+3,275
511
$45.9K 0.02%
+195
512
$45.9K 0.02%
+198
513
$45.9K 0.02%
+1,906
514
$45.6K 0.02%
+978
515
$45.3K 0.02%
+1,379
516
$45.2K 0.02%
+476
517
$45.2K 0.02%
+447
518
$44.9K 0.02%
+546
519
$43.7K 0.02%
+877
520
$43.5K 0.02%
+5,000
521
$43.1K 0.02%
+895
522
$43K 0.02%
+2,693
523
$42.8K 0.02%
+295
524
$42.7K 0.02%
+187
525
$42.1K 0.02%
+409
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