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
776
$17.5K 0.01%
+1,050
777
$17.3K 0.01%
+49
778
$17.3K 0.01%
+653
779
$17.3K 0.01%
+75
780
$17.2K 0.01%
+567
781
$17.1K 0.01%
+264
782
$17.1K 0.01%
+171
783
$17K 0.01%
+377
784
$16.8K 0.01%
+153
785
$16.8K 0.01%
+571
786
$16.8K 0.01%
+406
787
$16.8K 0.01%
+119
788
$16.7K 0.01%
+166
789
$16.7K 0.01%
+22
790
$16.6K 0.01%
+412
791
$16.5K 0.01%
+483
792
$16.4K 0.01%
+21
793
$16.3K 0.01%
+741
794
$16.3K 0.01%
+129
795
$16.3K 0.01%
+502
796
$16.1K 0.01%
+132
797
$16K 0.01%
+1,583
798
$16K 0.01%
+245
799
$16K 0.01%
+392
800
$15.9K 0.01%
+47