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
$2.67B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,206
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$18.8M
4
AAPL icon
Apple
AAPL
+$17.4M
5
MSFT icon
Microsoft
MSFT
+$14.8M

Top Sells

1
+$6.55M
2
+$4.29M
3
+$2.09M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.64M
5
NEE icon
NextEra Energy
NEE
+$1.61M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$384K 0.01%
16,838
-3,035
702
$383K 0.01%
2,671
-50
703
$383K 0.01%
4,546
-28
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$382K 0.01%
3,607
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$381K 0.01%
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706
$380K 0.01%
5,701
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707
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708
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4,695
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710
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714
$375K 0.01%
2,320
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715
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718
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1,269
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722
$367K 0.01%
629
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723
$366K 0.01%
605
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724
$365K 0.01%
6,157
+5,406
725
$365K 0.01%
11,306
+4,778
27 28
29
30 31