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
1201
$4.62K ﹤0.01%
+269
1202
$4.62K ﹤0.01%
+769
1203
$4.62K ﹤0.01%
+56
1204
$4.6K ﹤0.01%
+150
1205
$4.57K ﹤0.01%
+169
1206
$4.54K ﹤0.01%
+47
1207
$4.54K ﹤0.01%
+93
1208
$4.54K ﹤0.01%
+150
1209
$4.53K ﹤0.01%
+61
1210
$4.52K ﹤0.01%
+39
1211
$4.52K ﹤0.01%
+94
1212
$4.48K ﹤0.01%
+99
1213
$4.48K ﹤0.01%
+204
1214
$4.44K ﹤0.01%
+104
1215
$4.41K ﹤0.01%
+128
1216
$4.38K ﹤0.01%
+75
1217
$4.38K ﹤0.01%
+187
1218
$4.37K ﹤0.01%
+52
1219
$4.36K ﹤0.01%
+155
1220
$4.34K ﹤0.01%
+89
1221
$4.32K ﹤0.01%
+93
1222
$4.31K ﹤0.01%
+111
1223
$4.3K ﹤0.01%
+135
1224
$4.27K ﹤0.01%
+280
1225
$4.25K ﹤0.01%
+25
47 48
49
50 51