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
1176
$4.89K ﹤0.01%
+39
1177
$4.87K ﹤0.01%
+85
1178
$4.86K ﹤0.01%
+99
1179
$4.86K ﹤0.01%
+92
1180
$4.85K ﹤0.01%
+1,644
1181
$4.84K ﹤0.01%
+593
1182
$4.82K ﹤0.01%
+106
1183
$4.8K ﹤0.01%
+44
1184
$4.79K ﹤0.01%
+26
1185
$4.77K ﹤0.01%
+442
1186
$4.77K ﹤0.01%
+270
1187
$4.76K ﹤0.01%
+170
1188
$4.75K ﹤0.01%
+52
1189
$4.75K ﹤0.01%
+95
1190
$4.71K ﹤0.01%
+97
1191
$4.71K ﹤0.01%
+70
1192
$4.71K ﹤0.01%
+198
1193
$4.69K ﹤0.01%
+116
1194
$4.68K ﹤0.01%
+230
1195
$4.65K ﹤0.01%
+186
1196
$4.65K ﹤0.01%
+150
1197
$4.64K ﹤0.01%
+182
1198
$4.63K ﹤0.01%
+120
1199
$4.63K ﹤0.01%
+115
1200
$4.63K ﹤0.01%
+886
46 47
48
49 50