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
901
$11.5K ﹤0.01%
+327
902
$11.5K ﹤0.01%
+153
903
$11.4K ﹤0.01%
+41
904
$11.4K ﹤0.01%
+155
905
$11.4K ﹤0.01%
+84
906
$11.3K ﹤0.01%
+63
907
$11.3K ﹤0.01%
+210
908
$11.2K ﹤0.01%
+147
909
$11.2K ﹤0.01%
+103
910
$11.2K ﹤0.01%
+153
911
$11.2K ﹤0.01%
+73
912
$11.2K ﹤0.01%
+163
913
$11.1K ﹤0.01%
+309
914
$11K ﹤0.01%
+211
915
$11K ﹤0.01%
+313
916
$11K ﹤0.01%
+587
917
$10.9K ﹤0.01%
+232
918
$10.9K ﹤0.01%
+182
919
$10.9K ﹤0.01%
+125
920
$10.8K ﹤0.01%
+210
921
$10.8K ﹤0.01%
+815
922
$10.8K ﹤0.01%
+189
923
$10.8K ﹤0.01%
+815
924
$10.7K ﹤0.01%
+507
925
$10.7K ﹤0.01%
+21