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
601
$88.5K 0.01%
+17,493
602
$88.4K 0.01%
1,427
+442
603
$88.2K 0.01%
+7,925
604
$88.2K 0.01%
235
+8
605
$88K 0.01%
1,241
+88
606
$87.9K 0.01%
730
+167
607
$87.5K 0.01%
4,977
+4,247
608
$87.2K 0.01%
1,177
+131
609
$87.1K 0.01%
625
-96
610
$86.5K 0.01%
2,485
+802
611
$86.3K 0.01%
794
-88
612
$86.2K 0.01%
338
+15
613
$85.9K 0.01%
1,163
+37
614
$85.6K 0.01%
3,375
615
$85.5K 0.01%
403
+93
616
$85.1K 0.01%
2,060
+201
617
$84.8K 0.01%
655
+417
618
$84.6K 0.01%
918
+475
619
$84.4K 0.01%
1,786
-330
620
$84.3K 0.01%
1,754
+1,282
621
$83.7K 0.01%
1,996
+70
622
$83.7K 0.01%
739
+207
623
$83.4K 0.01%
1,442
-346
624
$83.3K 0.01%
1,578
+306
625
$83.2K 0.01%
726
+85
23 24
25
26 27