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
1426
$2.12K ﹤0.01%
+33
1427
$2.11K ﹤0.01%
+79
1428
$2.11K ﹤0.01%
+125
1429
$2.11K ﹤0.01%
+21
1430
$2.11K ﹤0.01%
+360
1431
$2.09K ﹤0.01%
+60
1432
$2.09K ﹤0.01%
+54
1433
$2.08K ﹤0.01%
+51
1434
$2.08K ﹤0.01%
+58
1435
$2.07K ﹤0.01%
+189
1436
$2.07K ﹤0.01%
+284
1437
$2.06K ﹤0.01%
+70
1438
$2.06K ﹤0.01%
+7
1439
$2.05K ﹤0.01%
+101
1440
$2.05K ﹤0.01%
+51
1441
$2.04K ﹤0.01%
+85
1442
$2.04K ﹤0.01%
+154
1443
$2.01K ﹤0.01%
+55
1444
$2.01K ﹤0.01%
+19
1445
$2K ﹤0.01%
+46
1446
$2K ﹤0.01%
+93
1447
$2K ﹤0.01%
+42
1448
$2K ﹤0.01%
+35
1449
$1.99K ﹤0.01%
+25
1450
$1.99K ﹤0.01%
+118
56 57
58
59 60