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
$637M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,748
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.7M
3
+$6.63M
4
AAPL icon
Apple
AAPL
+$5.81M
5
BND icon
Vanguard Total Bond Market
BND
+$5.77M

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$979K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$947K

Sector Composition

1 Technology 7.95%
2 Financials 4.93%
3 Healthcare 4.01%
4 Consumer Discretionary 3.09%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$53.7K 0.01%
1,928
752
$53.7K 0.01%
1,487
+157
753
$53.6K 0.01%
1,322
+249
754
$53.4K 0.01%
130
+1
755
$53.4K 0.01%
2,000
756
$53.3K 0.01%
3,290
+1
757
$53K 0.01%
717
758
$53K 0.01%
+705
759
$52.4K 0.01%
1,557
+617
760
$52K 0.01%
494
+61
761
$51.9K 0.01%
88
+19
762
$51.6K 0.01%
1,241
+50
763
$51.5K 0.01%
814
+144
764
$51.4K 0.01%
1,245
+371
765
$51.2K 0.01%
+7,316
766
$50.8K 0.01%
732
+51
767
$50.8K 0.01%
733
+279
768
$50.5K 0.01%
447
+235
769
$50.1K 0.01%
399
+41
770
$50.1K 0.01%
326
-13
771
$49.8K 0.01%
1,619
+48
772
$49.8K 0.01%
5,050
+494
773
$49.6K 0.01%
1,182
+518
774
$49.6K 0.01%
1,314
+129
775
$49.5K 0.01%
2,540
29 30
31
32 33