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
826
$14.7K 0.01%
+105
827
$14.6K 0.01%
+232
828
$14.6K 0.01%
+103
829
$14.6K 0.01%
+68
830
$14.5K 0.01%
+212
831
$14.5K 0.01%
+80
832
$14.4K 0.01%
+235
833
$14.4K 0.01%
+220
834
$14.4K 0.01%
+94
835
$14.3K 0.01%
+142
836
$14.3K 0.01%
+61
837
$14.3K 0.01%
+470
838
$14.2K 0.01%
+259
839
$14.2K 0.01%
+265
840
$14.1K 0.01%
+162
841
$14.1K 0.01%
+103
842
$14K 0.01%
+117
843
$13.9K 0.01%
+331
844
$13.9K 0.01%
+128
845
$13.9K 0.01%
+810
846
$13.9K 0.01%
+671
847
$13.8K 0.01%
+236
848
$13.8K 0.01%
+203
849
$13.7K 0.01%
+93
850
$13.7K 0.01%
+184