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
1001
$8.38K ﹤0.01%
+1,048
1002
$8.38K ﹤0.01%
+1,305
1003
$8.36K ﹤0.01%
+580
1004
$8.33K ﹤0.01%
+124
1005
$8.33K ﹤0.01%
+1,023
1006
$8.3K ﹤0.01%
+86
1007
$8.26K ﹤0.01%
+340
1008
$8.21K ﹤0.01%
+142
1009
$8.21K ﹤0.01%
+27
1010
$8.15K ﹤0.01%
+103
1011
$8.12K ﹤0.01%
+250
1012
$8.11K ﹤0.01%
+35
1013
$8.09K ﹤0.01%
+661
1014
$8.07K ﹤0.01%
+48
1015
$8.06K ﹤0.01%
+37
1016
$8.02K ﹤0.01%
+1,437
1017
$8.01K ﹤0.01%
+109
1018
$8.01K ﹤0.01%
+122
1019
$8K ﹤0.01%
+20
1020
$7.97K ﹤0.01%
+62
1021
$7.94K ﹤0.01%
+150
1022
$7.93K ﹤0.01%
+138
1023
$7.91K ﹤0.01%
+164
1024
$7.9K ﹤0.01%
+96
1025
$7.89K ﹤0.01%
+329
39 40
41
42 43