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
1401
$2.32K ﹤0.01%
+65
1402
$2.31K ﹤0.01%
+37
1403
$2.31K ﹤0.01%
+144
1404
$2.31K ﹤0.01%
+100
1405
$2.3K ﹤0.01%
+160
1406
$2.29K ﹤0.01%
+314
1407
$2.28K ﹤0.01%
+31
1408
$2.28K ﹤0.01%
+171
1409
$2.28K ﹤0.01%
+100
1410
$2.28K ﹤0.01%
+74
1411
$2.27K ﹤0.01%
+71
1412
$2.25K ﹤0.01%
+322
1413
$2.23K ﹤0.01%
+180
1414
$2.22K ﹤0.01%
+175
1415
$2.22K ﹤0.01%
+34
1416
$2.22K ﹤0.01%
+44
1417
$2.21K ﹤0.01%
+114
1418
$2.2K ﹤0.01%
+50
1419
$2.2K ﹤0.01%
+51
1420
$2.19K ﹤0.01%
+19
1421
$2.18K ﹤0.01%
+31
1422
$2.18K ﹤0.01%
+90
1423
$2.14K ﹤0.01%
+17
1424
$2.13K ﹤0.01%
+31
1425
$2.12K ﹤0.01%
+50
55 56
57
58 59