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
576
$35.2K 0.01%
+268
577
$34.7K 0.01%
+789
578
$34.7K 0.01%
+41
579
$34.6K 0.01%
+407
580
$34.4K 0.01%
+318
581
$34.3K 0.01%
+100
582
$34K 0.01%
+729
583
$33.8K 0.01%
+436
584
$33.2K 0.01%
+219
585
$33K 0.01%
+134
586
$33K 0.01%
+397
587
$32.9K 0.01%
+382
588
$32.9K 0.01%
+124
589
$32.8K 0.01%
+670
590
$32.8K 0.01%
+272
591
$32.8K 0.01%
+139
592
$32.4K 0.01%
+552
593
$32.4K 0.01%
+169
594
$32.3K 0.01%
+1,402
595
$32.1K 0.01%
+186
596
$32K 0.01%
+500
597
$32K 0.01%
+1,112
598
$31.8K 0.01%
+782
599
$31.6K 0.01%
+1,020
600
$31.3K 0.01%
+83