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
526
$42K 0.02%
+328
527
$41.9K 0.02%
+2,554
528
$41.7K 0.02%
+241
529
$41.5K 0.02%
+247
530
$41.5K 0.02%
+1,000
531
$41.5K 0.02%
+509
532
$41.3K 0.02%
+685
533
$41.3K 0.02%
+2,139
534
$41.1K 0.02%
+722
535
$41K 0.02%
+381
536
$40.6K 0.02%
+94
537
$40.6K 0.02%
+178
538
$40.5K 0.02%
+140
539
$40.3K 0.02%
+1,313
540
$39.8K 0.02%
+387
541
$39.8K 0.02%
+1,508
542
$39.7K 0.02%
+803
543
$39.1K 0.02%
+859
544
$39.1K 0.02%
+2,243
545
$39.1K 0.02%
+852
546
$39K 0.02%
+285
547
$38.8K 0.02%
+1,145
548
$38.7K 0.02%
+546
549
$38.6K 0.02%
+206
550
$38.6K 0.02%
+1,000