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
651
$26K 0.01%
+174
652
$25.8K 0.01%
+524
653
$25.8K 0.01%
+55
654
$25.8K 0.01%
+681
655
$25.7K 0.01%
+756
656
$25.6K 0.01%
+584
657
$25.3K 0.01%
+151
658
$25.2K 0.01%
+654
659
$25.1K 0.01%
+81
660
$25.1K 0.01%
+573
661
$25.1K 0.01%
+638
662
$25.1K 0.01%
+350
663
$25.1K 0.01%
+658
664
$25K 0.01%
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665
$25K 0.01%
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666
$25K 0.01%
+878
667
$24.7K 0.01%
+252
668
$24.6K 0.01%
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669
$24.6K 0.01%
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670
$24.4K 0.01%
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671
$24.4K 0.01%
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672
$24.2K 0.01%
+512
673
$24.1K 0.01%
+124
674
$24K 0.01%
+301
675
$23.8K 0.01%
+228