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
876
$12.5K ﹤0.01%
+240
877
$12.4K ﹤0.01%
+421
878
$12.4K ﹤0.01%
+347
879
$12.3K ﹤0.01%
+146
880
$12.3K ﹤0.01%
+1,414
881
$12.3K ﹤0.01%
+235
882
$12.2K ﹤0.01%
+420
883
$12.2K ﹤0.01%
+109
884
$12.1K ﹤0.01%
+580
885
$12.1K ﹤0.01%
+190
886
$12K ﹤0.01%
+214
887
$12K ﹤0.01%
+142
888
$12K ﹤0.01%
+581
889
$11.9K ﹤0.01%
+241
890
$11.9K ﹤0.01%
+484
891
$11.8K ﹤0.01%
+124
892
$11.8K ﹤0.01%
+725
893
$11.8K ﹤0.01%
+335
894
$11.6K ﹤0.01%
+597
895
$11.6K ﹤0.01%
+12,885
896
$11.6K ﹤0.01%
+70
897
$11.6K ﹤0.01%
+362
898
$11.5K ﹤0.01%
+222
899
$11.5K ﹤0.01%
+304
900
$11.5K ﹤0.01%
+66