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
1101
$6.24K ﹤0.01%
+69
1102
$6.13K ﹤0.01%
+169
1103
$6.07K ﹤0.01%
+579
1104
$6.06K ﹤0.01%
+167
1105
$6.05K ﹤0.01%
+200
1106
$6K ﹤0.01%
+159
1107
$6K ﹤0.01%
+1,135
1108
$5.97K ﹤0.01%
+24
1109
$5.95K ﹤0.01%
+500
1110
$5.91K ﹤0.01%
+359
1111
$5.88K ﹤0.01%
+233
1112
$5.84K ﹤0.01%
+88
1113
$5.8K ﹤0.01%
+120
1114
$5.78K ﹤0.01%
+4
1115
$5.74K ﹤0.01%
+903
1116
$5.74K ﹤0.01%
+23
1117
$5.74K ﹤0.01%
+464
1118
$5.72K ﹤0.01%
+206
1119
$5.7K ﹤0.01%
+138
1120
$5.67K ﹤0.01%
+20
1121
$5.66K ﹤0.01%
+54
1122
$5.65K ﹤0.01%
+40
1123
$5.64K ﹤0.01%
+354
1124
$5.63K ﹤0.01%
+63
1125
$5.62K ﹤0.01%
+107