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
1326
$2.87K ﹤0.01%
+50
1327
$2.85K ﹤0.01%
+44
1328
$2.84K ﹤0.01%
+64
1329
$2.84K ﹤0.01%
+57
1330
$2.84K ﹤0.01%
+24
1331
$2.83K ﹤0.01%
+188
1332
$2.83K ﹤0.01%
+100
1333
$2.83K ﹤0.01%
+25
1334
$2.82K ﹤0.01%
+225
1335
$2.81K ﹤0.01%
+19
1336
$2.81K ﹤0.01%
+79
1337
$2.79K ﹤0.01%
+262
1338
$2.78K ﹤0.01%
+115
1339
$2.75K ﹤0.01%
+35
1340
$2.73K ﹤0.01%
+55
1341
$2.72K ﹤0.01%
+48
1342
$2.72K ﹤0.01%
+82
1343
$2.72K ﹤0.01%
+66
1344
$2.72K ﹤0.01%
+56
1345
$2.72K ﹤0.01%
+34
1346
$2.72K ﹤0.01%
+58
1347
$2.71K ﹤0.01%
+107
1348
$2.69K ﹤0.01%
+95
1349
$2.67K ﹤0.01%
+32
1350
$2.67K ﹤0.01%
+49
52 53
54
55 56