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
801
$15.9K 0.01%
+850
802
$15.9K 0.01%
+175
803
$15.8K 0.01%
+252
804
$15.8K 0.01%
+259
805
$15.8K 0.01%
+407
806
$15.7K 0.01%
+486
807
$15.7K 0.01%
+81
808
$15.7K 0.01%
+52
809
$15.7K 0.01%
+646
810
$15.7K 0.01%
+318
811
$15.6K 0.01%
+975
812
$15.6K 0.01%
+138
813
$15.5K 0.01%
+264
814
$15.4K 0.01%
+147
815
$15.4K 0.01%
+146
816
$15.4K 0.01%
+136
817
$15.3K 0.01%
+323
818
$15.3K 0.01%
+459
819
$15.2K 0.01%
+94
820
$15.1K 0.01%
+103
821
$15.1K 0.01%
+344
822
$15.1K 0.01%
+497
823
$14.8K 0.01%
+123
824
$14.8K 0.01%
+247
825
$14.7K 0.01%
+405