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
1451
$1.99K ﹤0.01%
+84
1452
$1.98K ﹤0.01%
+72
1453
$1.97K ﹤0.01%
+72
1454
$1.97K ﹤0.01%
+104
1455
$1.97K ﹤0.01%
+24
1456
$1.97K ﹤0.01%
+750
1457
$1.96K ﹤0.01%
+70
1458
$1.96K ﹤0.01%
+292
1459
$1.95K ﹤0.01%
+19
1460
$1.95K ﹤0.01%
+34
1461
$1.94K ﹤0.01%
+72
1462
$1.94K ﹤0.01%
+23
1463
$1.94K ﹤0.01%
+50
1464
$1.93K ﹤0.01%
+21
1465
$1.93K ﹤0.01%
+71
1466
$1.93K ﹤0.01%
+97
1467
$1.93K ﹤0.01%
+114
1468
$1.91K ﹤0.01%
+67
1469
$1.9K ﹤0.01%
+43
1470
$1.88K ﹤0.01%
+40
1471
$1.88K ﹤0.01%
+22
1472
$1.88K ﹤0.01%
+32
1473
$1.87K ﹤0.01%
+185
1474
$1.87K ﹤0.01%
+102
1475
$1.87K ﹤0.01%
+37
57 58
59
60 61