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
1026
$7.87K ﹤0.01%
+731
1027
$7.85K ﹤0.01%
+44
1028
$7.83K ﹤0.01%
+73
1029
$7.83K ﹤0.01%
+119
1030
$7.82K ﹤0.01%
+568
1031
$7.8K ﹤0.01%
+950
1032
$7.79K ﹤0.01%
+263
1033
$7.77K ﹤0.01%
+404
1034
$7.74K ﹤0.01%
+82
1035
$7.74K ﹤0.01%
+329
1036
$7.71K ﹤0.01%
+76
1037
$7.71K ﹤0.01%
+50
1038
$7.62K ﹤0.01%
+314
1039
$7.6K ﹤0.01%
+67
1040
$7.59K ﹤0.01%
+40
1041
$7.58K ﹤0.01%
+42
1042
$7.58K ﹤0.01%
+52
1043
$7.47K ﹤0.01%
+79
1044
$7.47K ﹤0.01%
+115
1045
$7.46K ﹤0.01%
+115
1046
$7.44K ﹤0.01%
+29
1047
$7.42K ﹤0.01%
+142
1048
$7.42K ﹤0.01%
+31
1049
$7.4K ﹤0.01%
+182
1050
$7.37K ﹤0.01%
+470
40 41
42
43 44