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
1051
$7.36K ﹤0.01%
+177
1052
$7.28K ﹤0.01%
+180
1053
$7.26K ﹤0.01%
+142
1054
$7.25K ﹤0.01%
+35
1055
$7.21K ﹤0.01%
+73
1056
$7.2K ﹤0.01%
+189
1057
$7.18K ﹤0.01%
+219
1058
$7.16K ﹤0.01%
+159
1059
$7.12K ﹤0.01%
+338
1060
$7.09K ﹤0.01%
+584
1061
$7.04K ﹤0.01%
+45
1062
$7.04K ﹤0.01%
+332
1063
$7.02K ﹤0.01%
+134
1064
$7K ﹤0.01%
+133
1065
$6.93K ﹤0.01%
+117
1066
$6.9K ﹤0.01%
+320
1067
$6.89K ﹤0.01%
+408
1068
$6.87K ﹤0.01%
+57
1069
$6.71K ﹤0.01%
+583
1070
$6.69K ﹤0.01%
+75
1071
$6.64K ﹤0.01%
+142
1072
$6.63K ﹤0.01%
+37
1073
$6.61K ﹤0.01%
+250
1074
$6.59K ﹤0.01%
+165
1075
$6.57K ﹤0.01%
+222
41 42
43
44 45