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
601
$31.3K 0.01%
+156
602
$31.3K 0.01%
+564
603
$31.2K 0.01%
+179
604
$30.8K 0.01%
+460
605
$30.7K 0.01%
+166
606
$30.5K 0.01%
+358
607
$30.5K 0.01%
+456
608
$30.5K 0.01%
+4,360
609
$30.4K 0.01%
+1,087
610
$30.1K 0.01%
+862
611
$29.9K 0.01%
+724
612
$29.8K 0.01%
+6,424
613
$29.8K 0.01%
+328
614
$29.6K 0.01%
+816
615
$29.5K 0.01%
+928
616
$29.5K 0.01%
+180
617
$29.4K 0.01%
+114
618
$29.3K 0.01%
+467
619
$28.9K 0.01%
+249
620
$28.9K 0.01%
+415
621
$28.9K 0.01%
+360
622
$28.7K 0.01%
+2,581
623
$28.7K 0.01%
+284
624
$28.4K 0.01%
+468
625
$28.1K 0.01%
+428