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
1076
$6.57K ﹤0.01%
+582
1077
$6.56K ﹤0.01%
+51
1078
$6.55K ﹤0.01%
+111
1079
$6.54K ﹤0.01%
+156
1080
$6.53K ﹤0.01%
+129
1081
$6.53K ﹤0.01%
+500
1082
$6.52K ﹤0.01%
+57
1083
$6.51K ﹤0.01%
+85
1084
$6.5K ﹤0.01%
+52
1085
$6.48K ﹤0.01%
+26
1086
$6.44K ﹤0.01%
+65
1087
$6.44K ﹤0.01%
+411
1088
$6.4K ﹤0.01%
+57
1089
$6.39K ﹤0.01%
+693
1090
$6.39K ﹤0.01%
+73
1091
$6.37K ﹤0.01%
+250
1092
$6.35K ﹤0.01%
+386
1093
$6.35K ﹤0.01%
+220
1094
$6.32K ﹤0.01%
+345
1095
$6.32K ﹤0.01%
+101
1096
$6.29K ﹤0.01%
+120
1097
$6.28K ﹤0.01%
+158
1098
$6.28K ﹤0.01%
+40
1099
$6.28K ﹤0.01%
+90
1100
$6.24K ﹤0.01%
+323
42 43
44
45 46