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
1376
$2.52K ﹤0.01%
+9
1377
$2.51K ﹤0.01%
+142
1378
$2.5K ﹤0.01%
+40
1379
$2.49K ﹤0.01%
+42
1380
$2.49K ﹤0.01%
+30
1381
$2.48K ﹤0.01%
+125
1382
$2.46K ﹤0.01%
+12
1383
$2.46K ﹤0.01%
+19
1384
$2.46K ﹤0.01%
+24
1385
$2.45K ﹤0.01%
+330
1386
$2.44K ﹤0.01%
+175
1387
$2.44K ﹤0.01%
+39
1388
$2.44K ﹤0.01%
+32
1389
$2.43K ﹤0.01%
+175
1390
$2.42K ﹤0.01%
+23
1391
$2.42K ﹤0.01%
+42
1392
$2.41K ﹤0.01%
+789
1393
$2.4K ﹤0.01%
+9
1394
$2.39K ﹤0.01%
+259
1395
$2.38K ﹤0.01%
+10
1396
$2.36K ﹤0.01%
+56
1397
$2.36K ﹤0.01%
+200
1398
$2.35K ﹤0.01%
+75
1399
$2.32K ﹤0.01%
+60
1400
$2.32K ﹤0.01%
+100
54 55
56
57 58