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
526
$110K 0.02%
10,000
527
$109K 0.02%
3,311
-124
528
$109K 0.02%
238
+23
529
$109K 0.02%
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-15,600
530
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531
$108K 0.02%
6,518
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$107K 0.02%
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534
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535
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536
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148
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537
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538
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2,058
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539
$105K 0.02%
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$105K 0.02%
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$104K 0.02%
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$104K 0.02%
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545
$103K 0.02%
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546
$102K 0.02%
934
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547
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411
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548
$100K 0.02%
2,013
+1,528
549
$100K 0.02%
1,545
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550
$100K 0.02%
1,574
+364
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