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
1351
$2.67K ﹤0.01%
+138
1352
$2.66K ﹤0.01%
+711
1353
$2.65K ﹤0.01%
+164
1354
$2.65K ﹤0.01%
+163
1355
$2.65K ﹤0.01%
+32
1356
$2.65K ﹤0.01%
+86
1357
$2.64K ﹤0.01%
+96
1358
$2.64K ﹤0.01%
+202
1359
$2.64K ﹤0.01%
+61
1360
$2.63K ﹤0.01%
+203
1361
$2.62K ﹤0.01%
+84
1362
$2.6K ﹤0.01%
+38
1363
$2.59K ﹤0.01%
+30
1364
$2.58K ﹤0.01%
+1,100
1365
$2.58K ﹤0.01%
+70
1366
$2.58K ﹤0.01%
+40
1367
$2.58K ﹤0.01%
+31
1368
$2.57K ﹤0.01%
+38
1369
$2.56K ﹤0.01%
+54
1370
$2.56K ﹤0.01%
+21
1371
$2.56K ﹤0.01%
+56
1372
$2.55K ﹤0.01%
+132
1373
$2.55K ﹤0.01%
+50
1374
$2.54K ﹤0.01%
+51
1375
$2.54K ﹤0.01%
+399
53 54
55
56 57