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
951
$9.71K ﹤0.01%
+68
952
$9.66K ﹤0.01%
+240
953
$9.65K ﹤0.01%
+167
954
$9.63K ﹤0.01%
+500
955
$9.63K ﹤0.01%
+70
956
$9.61K ﹤0.01%
+410
957
$9.61K ﹤0.01%
+129
958
$9.6K ﹤0.01%
+666
959
$9.55K ﹤0.01%
+122
960
$9.51K ﹤0.01%
+313
961
$9.51K ﹤0.01%
+93
962
$9.46K ﹤0.01%
+28
963
$9.45K ﹤0.01%
+210
964
$9.42K ﹤0.01%
+1,442
965
$9.41K ﹤0.01%
+126
966
$9.4K ﹤0.01%
+815
967
$9.4K ﹤0.01%
+171
968
$9.38K ﹤0.01%
+788
969
$9.36K ﹤0.01%
+41
970
$9.33K ﹤0.01%
+65
971
$9.32K ﹤0.01%
+334
972
$9.22K ﹤0.01%
+2
973
$9.21K ﹤0.01%
+74
974
$9.11K ﹤0.01%
+4,423
975
$9.1K ﹤0.01%
+157