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
851
$13.6K 0.01%
+261
852
$13.6K 0.01%
+86
853
$13.6K 0.01%
+105
854
$13.5K 0.01%
+42
855
$13.5K 0.01%
+412
856
$13.5K 0.01%
+157
857
$13.4K 0.01%
+432
858
$13.4K 0.01%
+289
859
$13.3K 0.01%
+40
860
$13.2K 0.01%
+500
861
$13.2K 0.01%
+238
862
$13.1K 0.01%
+438
863
$13.1K 0.01%
+662
864
$12.9K 0.01%
+246
865
$12.9K 0.01%
+364
866
$12.9K 0.01%
+603
867
$12.8K 0.01%
+186
868
$12.8K ﹤0.01%
+643
869
$12.7K ﹤0.01%
+186
870
$12.7K ﹤0.01%
+216
871
$12.6K ﹤0.01%
+241
872
$12.6K ﹤0.01%
+1,125
873
$12.5K ﹤0.01%
+624
874
$12.5K ﹤0.01%
+694
875
$12.5K ﹤0.01%
+178