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
676
$23.8K 0.01%
+269
677
$23.6K 0.01%
+211
678
$23.5K 0.01%
+498
679
$23.5K 0.01%
+1,105
680
$23.5K 0.01%
+1,033
681
$23.4K 0.01%
+714
682
$23.4K 0.01%
+183
683
$23.4K 0.01%
+694
684
$23.2K 0.01%
+344
685
$23.2K 0.01%
+575
686
$23.2K 0.01%
+314
687
$23.2K 0.01%
+253
688
$23.1K 0.01%
+132
689
$23.1K 0.01%
+181
690
$22.9K 0.01%
+691
691
$22.9K 0.01%
+848
692
$22.8K 0.01%
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693
$22.8K 0.01%
+172
694
$22.8K 0.01%
+227
695
$22.7K 0.01%
+294
696
$22.6K 0.01%
+503
697
$22.6K 0.01%
+181
698
$22.6K 0.01%
+362
699
$22.5K 0.01%
+495
700
$22.3K 0.01%
+512