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
76
$692K 0.27%
+11,349
77
$686K 0.27%
+11,732
78
$679K 0.26%
+13,811
79
$663K 0.26%
+14,734
80
$653K 0.25%
+3,049
81
$651K 0.25%
+7,893
82
$643K 0.25%
+6,897
83
$640K 0.25%
+17,500
84
$625K 0.24%
+11,516
85
$614K 0.24%
+12,887
86
$599K 0.23%
+5,427
87
$593K 0.23%
+25,601
88
$588K 0.23%
+39,060
89
$583K 0.23%
+20,683
90
$562K 0.22%
+9,282
91
$557K 0.22%
+10,823
92
$549K 0.21%
+15,133
93
$541K 0.21%
+1,186
94
$535K 0.21%
+67,008
95
$534K 0.21%
+5,578
96
$532K 0.21%
+7,221
97
$531K 0.21%
+11,431
98
$525K 0.2%
+21,617
99
$515K 0.2%
+7,410
100
$511K 0.2%
+10,145
2 3
4
5 6