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
551
$38.4K 0.01%
+365
552
$38.2K 0.01%
+154
553
$38.1K 0.01%
+268
554
$38K 0.01%
+1,098
555
$37.9K 0.01%
+135
556
$37.6K 0.01%
+649
557
$37.5K 0.01%
+309
558
$37.2K 0.01%
+59
559
$37.1K 0.01%
+1,293
560
$37.1K 0.01%
+547
561
$36.9K 0.01%
+151
562
$36.9K 0.01%
+361
563
$36.9K 0.01%
+28
564
$36.9K 0.01%
+2,050
565
$36.7K 0.01%
+803
566
$36.5K 0.01%
+3,748
567
$36.3K 0.01%
+728
568
$36.2K 0.01%
+1,167
569
$36.1K 0.01%
+1,214
570
$36.1K 0.01%
+619
571
$36.1K 0.01%
+1,468
572
$35.7K 0.01%
+2,417
573
$35.6K 0.01%
+910
574
$35.5K 0.01%
+712
575
$35.4K 0.01%
+702