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
751
$19.2K 0.01%
+102
752
$19.2K 0.01%
+526
753
$19.1K 0.01%
+374
754
$19K 0.01%
+561
755
$18.8K 0.01%
+294
756
$18.8K 0.01%
+275
757
$18.6K 0.01%
+1,005
758
$18.5K 0.01%
+324
759
$18.5K 0.01%
+500
760
$18.5K 0.01%
+248
761
$18.4K 0.01%
+870
762
$18.3K 0.01%
+295
763
$18.2K 0.01%
+129
764
$18.2K 0.01%
+148
765
$18.1K 0.01%
+488
766
$18.1K 0.01%
+630
767
$18K 0.01%
+218
768
$18K 0.01%
+184
769
$18K 0.01%
+505
770
$17.9K 0.01%
+44
771
$17.9K 0.01%
+56
772
$17.9K 0.01%
+370
773
$17.7K 0.01%
+963
774
$17.7K 0.01%
+548
775
$17.7K 0.01%
+289