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
726
$20.7K 0.01%
+116
727
$20.7K 0.01%
+926
728
$20.7K 0.01%
+919
729
$20.7K 0.01%
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730
$20.6K 0.01%
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731
$20.5K 0.01%
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732
$20.5K 0.01%
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733
$20.4K 0.01%
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734
$20.3K 0.01%
+490
735
$20.3K 0.01%
+31
736
$20.3K 0.01%
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$20.1K 0.01%
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738
$20.1K 0.01%
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$20.1K 0.01%
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$20K 0.01%
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742
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$19.9K 0.01%
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$19.9K 0.01%
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$19.8K 0.01%
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748
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749
$19.3K 0.01%
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750
$19.3K 0.01%
+235