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
101
$507K 0.2%
+5,109
102
$505K 0.2%
+12,654
103
$502K 0.19%
+11,090
104
$498K 0.19%
+14,779
105
$495K 0.19%
+933
106
$489K 0.19%
+14,886
107
$486K 0.19%
+19,630
108
$485K 0.19%
+15,272
109
$483K 0.19%
+23,036
110
$480K 0.19%
+16,178
111
$478K 0.19%
+674
112
$474K 0.18%
+4,320
113
$470K 0.18%
+7,548
114
$467K 0.18%
+4,665
115
$465K 0.18%
+9,837
116
$462K 0.18%
+5,283
117
$459K 0.18%
+24,935
118
$444K 0.17%
+2,749
119
$442K 0.17%
+1,156
120
$441K 0.17%
+5,431
121
$437K 0.17%
+4,855
122
$436K 0.17%
+1,852
123
$434K 0.17%
+4,929
124
$432K 0.17%
+2,085
125
$425K 0.16%
+1,345
3 4
5
6 7