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
726
$365K 0.01%
6,129
+707
727
$363K 0.01%
5,803
+439
728
$363K 0.01%
4,831
+2,938
729
$359K 0.01%
4,083
-901
730
$358K 0.01%
4,443
-469
731
$358K 0.01%
6,806
+3,090
732
$358K 0.01%
6,781
+838
733
$356K 0.01%
6,114
-680
734
$356K 0.01%
1,580
+11
735
$355K 0.01%
24,146
+91
736
$354K 0.01%
14,585
+359
737
$353K 0.01%
21,101
+11,027
738
$353K 0.01%
436
+46
739
$352K 0.01%
5,391
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740
$352K 0.01%
1,018
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741
$352K 0.01%
2,048
-1,356
742
$351K 0.01%
2,275
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743
$351K 0.01%
3,675
+1,704
744
$351K 0.01%
6,201
-3,614
745
$350K 0.01%
4,217
+3,879
746
$350K 0.01%
875
+142
747
$349K 0.01%
4,545
-120
748
$349K 0.01%
6,653
-697
749
$348K 0.01%
4,846
+872
750
$348K 0.01%
15,210
+1,723
28 29
30
31 32