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
1276
$3.6K ﹤0.01%
+38
1277
$3.6K ﹤0.01%
+35
1278
$3.59K ﹤0.01%
+119
1279
$3.58K ﹤0.01%
+2,452
1280
$3.57K ﹤0.01%
+49
1281
$3.56K ﹤0.01%
+5
1282
$3.55K ﹤0.01%
+52
1283
$3.53K ﹤0.01%
+144
1284
$3.52K ﹤0.01%
+117
1285
$3.48K ﹤0.01%
+3
1286
$3.48K ﹤0.01%
+87
1287
$3.47K ﹤0.01%
+35
1288
$3.4K ﹤0.01%
+32
1289
$3.39K ﹤0.01%
+36
1290
$3.39K ﹤0.01%
+48
1291
$3.38K ﹤0.01%
+174
1292
$3.31K ﹤0.01%
+88
1293
$3.27K ﹤0.01%
+299
1294
$3.24K ﹤0.01%
+27
1295
$3.19K ﹤0.01%
+70
1296
$3.19K ﹤0.01%
+66
1297
$3.18K ﹤0.01%
+141
1298
$3.17K ﹤0.01%
+94
1299
$3.16K ﹤0.01%
+46
1300
$3.15K ﹤0.01%
+440
50 51
52
53 54