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
976
$8.99K ﹤0.01%
+500
977
$8.97K ﹤0.01%
+53
978
$8.96K ﹤0.01%
+78
979
$8.93K ﹤0.01%
+734
980
$8.93K ﹤0.01%
+56
981
$8.92K ﹤0.01%
+500
982
$8.9K ﹤0.01%
+40
983
$8.87K ﹤0.01%
+414
984
$8.86K ﹤0.01%
+262
985
$8.85K ﹤0.01%
+160
986
$8.85K ﹤0.01%
+173
987
$8.83K ﹤0.01%
+43
988
$8.73K ﹤0.01%
+150
989
$8.69K ﹤0.01%
+209
990
$8.63K ﹤0.01%
+599
991
$8.59K ﹤0.01%
+67
992
$8.56K ﹤0.01%
+102
993
$8.55K ﹤0.01%
+54
994
$8.49K ﹤0.01%
+1,053
995
$8.49K ﹤0.01%
+356
996
$8.46K ﹤0.01%
+760
997
$8.45K ﹤0.01%
+80
998
$8.42K ﹤0.01%
+300
999
$8.4K ﹤0.01%
+135
1000
$8.4K ﹤0.01%
+206
38 39
40
41 42