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
626
$28K 0.01%
+1,962
627
$28K 0.01%
+217
628
$27.8K 0.01%
+155
629
$27.8K 0.01%
+132
630
$27.8K 0.01%
+348
631
$27.7K 0.01%
+370
632
$27.7K 0.01%
+600
633
$27.6K 0.01%
+779
634
$27.6K 0.01%
+500
635
$27.5K 0.01%
+114
636
$27.4K 0.01%
+332
637
$27.4K 0.01%
+431
638
$27.3K 0.01%
+232
639
$27.2K 0.01%
+358
640
$27K 0.01%
+542
641
$27K 0.01%
+682
642
$26.8K 0.01%
+216
643
$26.7K 0.01%
+445
644
$26.6K 0.01%
+1,022
645
$26.6K 0.01%
+764
646
$26.5K 0.01%
+280
647
$26.2K 0.01%
+126
648
$26.1K 0.01%
+533
649
$26.1K 0.01%
+155
650
$26K 0.01%
+250