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
776
$49.5K 0.01%
57
+27
777
$49.5K 0.01%
494
+271
778
$49.2K 0.01%
+1,008
779
$49.1K 0.01%
546
780
$49K 0.01%
488
+3
781
$48.9K 0.01%
517
+201
782
$48.6K 0.01%
1,316
+583
783
$48.5K 0.01%
874
+128
784
$48.3K 0.01%
481
+58
785
$48.2K 0.01%
891
+232
786
$48.1K 0.01%
1,570
+473
787
$48.1K 0.01%
+1,172
788
$47.8K 0.01%
2,148
+274
789
$47.6K 0.01%
423
+413
790
$47.3K 0.01%
263
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791
$47.2K 0.01%
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792
$46.7K 0.01%
1,010
793
$46.7K 0.01%
369
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794
$46.5K 0.01%
+4,028
795
$46.4K 0.01%
2,282
-819
796
$46.2K 0.01%
726
+30
797
$46.1K 0.01%
168
+3
798
$46K 0.01%
630
799
$46K 0.01%
973
+124
800
$45.7K 0.01%
895
30 31
32
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