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
926
$10.7K ﹤0.01%
+358
927
$10.7K ﹤0.01%
+102
928
$10.6K ﹤0.01%
+90
929
$10.6K ﹤0.01%
+568
930
$10.5K ﹤0.01%
+184
931
$10.5K ﹤0.01%
+905
932
$10.4K ﹤0.01%
+212
933
$10.3K ﹤0.01%
+264
934
$10.3K ﹤0.01%
+282
935
$10.2K ﹤0.01%
+635
936
$10.2K ﹤0.01%
+787
937
$10.2K ﹤0.01%
+108
938
$10.2K ﹤0.01%
+603
939
$10K ﹤0.01%
+263
940
$9.96K ﹤0.01%
+124
941
$9.93K ﹤0.01%
+202
942
$9.93K ﹤0.01%
+199
943
$9.91K ﹤0.01%
+758
944
$9.88K ﹤0.01%
+267
945
$9.88K ﹤0.01%
+6,023
946
$9.88K ﹤0.01%
+161
947
$9.8K ﹤0.01%
+2,890
948
$9.75K ﹤0.01%
+71
949
$9.73K ﹤0.01%
+35
950
$9.72K ﹤0.01%
+1,640
36 37
38
39 40