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
701
$22.1K 0.01%
+813
702
$22K 0.01%
+1,211
703
$22K 0.01%
+594
704
$22K 0.01%
+67
705
$21.9K 0.01%
+108
706
$21.8K 0.01%
+332
707
$21.6K 0.01%
+134
708
$21.6K 0.01%
+154
709
$21.6K 0.01%
+217
710
$21.4K 0.01%
+1,620
711
$21.4K 0.01%
+300
712
$21.3K 0.01%
+229
713
$21.3K 0.01%
+513
714
$21.2K 0.01%
+665
715
$21.1K 0.01%
+843
716
$21.1K 0.01%
+222
717
$21.1K 0.01%
+837
718
$21.1K 0.01%
+435
719
$21K 0.01%
+148
720
$21K 0.01%
+795
721
$20.9K 0.01%
+811
722
$20.8K 0.01%
+887
723
$20.8K 0.01%
+410
724
$20.8K 0.01%
+820
725
$20.8K 0.01%
+1,285