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
126
$409K 0.16%
+8,181
127
$409K 0.16%
+6,166
128
$408K 0.16%
+7,957
129
$408K 0.16%
+3,577
130
$394K 0.15%
+4,529
131
$390K 0.15%
+23,991
132
$384K 0.15%
+5,845
133
$379K 0.15%
+25,284
134
$377K 0.15%
+25,780
135
$376K 0.15%
+6,720
136
$371K 0.14%
+3,080
137
$370K 0.14%
+14,791
138
$369K 0.14%
+1,050
139
$368K 0.14%
+1,128
140
$363K 0.14%
+1,705
141
$361K 0.14%
+1,352
142
$360K 0.14%
+8,483
143
$357K 0.14%
+5,428
144
$356K 0.14%
+1,970
145
$356K 0.14%
+652
146
$352K 0.14%
+4,155
147
$352K 0.14%
+3,198
148
$352K 0.14%
+11,005
149
$351K 0.14%
+14,481
150
$350K 0.14%
+1,588
4 5
6
7 8