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
1226
$4.25K ﹤0.01%
+311
1227
$4.24K ﹤0.01%
+181
1228
$4.24K ﹤0.01%
+148
1229
$4.19K ﹤0.01%
+20
1230
$4.19K ﹤0.01%
+42
1231
$4.17K ﹤0.01%
+36
1232
$4.16K ﹤0.01%
+12
1233
$4.15K ﹤0.01%
+1,000
1234
$4.13K ﹤0.01%
+232
1235
$4.1K ﹤0.01%
+30
1236
$4.09K ﹤0.01%
+461
1237
$4.05K ﹤0.01%
+64
1238
$4.04K ﹤0.01%
+254
1239
$4.04K ﹤0.01%
+38
1240
$4.04K ﹤0.01%
+52
1241
$4.02K ﹤0.01%
+84
1242
$4.01K ﹤0.01%
+33
1243
$3.95K ﹤0.01%
+220
1244
$3.95K ﹤0.01%
+100
1245
$3.94K ﹤0.01%
+55
1246
$3.94K ﹤0.01%
+296
1247
$3.93K ﹤0.01%
+67
1248
$3.93K ﹤0.01%
+48
1249
$3.92K ﹤0.01%
+73
1250
$3.91K ﹤0.01%
+72
48 49
50
51 52