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
1301
$3.14K ﹤0.01%
+40
1302
$3.13K ﹤0.01%
+150
1303
$3.12K ﹤0.01%
+70
1304
$3.11K ﹤0.01%
+80
1305
$3.07K ﹤0.01%
+39
1306
$3.06K ﹤0.01%
+500
1307
$3.05K ﹤0.01%
+22
1308
$3.04K ﹤0.01%
+104
1309
$3.02K ﹤0.01%
+32
1310
$3.01K ﹤0.01%
+159
1311
$3K ﹤0.01%
+90
1312
$2.98K ﹤0.01%
+427
1313
$2.98K ﹤0.01%
+29
1314
$2.98K ﹤0.01%
+89
1315
$2.98K ﹤0.01%
+88
1316
$2.98K ﹤0.01%
+177
1317
$2.97K ﹤0.01%
+225
1318
$2.95K ﹤0.01%
+30
1319
$2.94K ﹤0.01%
+42
1320
$2.94K ﹤0.01%
+121
1321
$2.93K ﹤0.01%
+200
1322
$2.9K ﹤0.01%
+45
1323
$2.9K ﹤0.01%
+300
1324
$2.88K ﹤0.01%
+58
1325
$2.87K ﹤0.01%
+200
51 52
53
54 55