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
1251
$3.91K ﹤0.01%
+13
1252
$3.9K ﹤0.01%
+95
1253
$3.89K ﹤0.01%
+63
1254
$3.89K ﹤0.01%
+175
1255
$3.89K ﹤0.01%
+128
1256
$3.87K ﹤0.01%
+326
1257
$3.86K ﹤0.01%
+21
1258
$3.82K ﹤0.01%
+24
1259
$3.82K ﹤0.01%
+160
1260
$3.8K ﹤0.01%
+16
1261
$3.79K ﹤0.01%
+240
1262
$3.72K ﹤0.01%
+55
1263
$3.71K ﹤0.01%
+125
1264
$3.69K ﹤0.01%
+100
1265
$3.67K ﹤0.01%
+93
1266
$3.65K ﹤0.01%
+49
1267
$3.65K ﹤0.01%
+310
1268
$3.64K ﹤0.01%
+56
1269
$3.64K ﹤0.01%
+113
1270
$3.62K ﹤0.01%
+128
1271
$3.62K ﹤0.01%
+300
1272
$3.61K ﹤0.01%
+111
1273
$3.61K ﹤0.01%
+94
1274
$3.6K ﹤0.01%
+162
1275
$3.6K ﹤0.01%
+450
49 50
51
52 53