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
1126
$5.62K ﹤0.01%
+248
1127
$5.62K ﹤0.01%
+177
1128
$5.6K ﹤0.01%
+120
1129
$5.6K ﹤0.01%
+92
1130
$5.59K ﹤0.01%
+84
1131
$5.59K ﹤0.01%
+63
1132
$5.58K ﹤0.01%
+113
1133
$5.55K ﹤0.01%
+77
1134
$5.54K ﹤0.01%
+241
1135
$5.5K ﹤0.01%
+207
1136
$5.5K ﹤0.01%
+101
1137
$5.49K ﹤0.01%
+400
1138
$5.45K ﹤0.01%
+286
1139
$5.43K ﹤0.01%
+443
1140
$5.42K ﹤0.01%
+161
1141
$5.42K ﹤0.01%
+136
1142
$5.4K ﹤0.01%
+143
1143
$5.4K ﹤0.01%
+36
1144
$5.38K ﹤0.01%
+116
1145
$5.38K ﹤0.01%
+105
1146
$5.36K ﹤0.01%
+97
1147
$5.32K ﹤0.01%
+134
1148
$5.32K ﹤0.01%
+418
1149
$5.31K ﹤0.01%
+25
1150
$5.3K ﹤0.01%
+78