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
1476
$1.87K ﹤0.01%
+106
1477
$1.86K ﹤0.01%
+71
1478
$1.86K ﹤0.01%
+75
1479
$1.85K ﹤0.01%
+50
1480
$1.84K ﹤0.01%
+31
1481
$1.84K ﹤0.01%
+230
1482
$1.84K ﹤0.01%
+53
1483
$1.84K ﹤0.01%
+65
1484
$1.83K ﹤0.01%
+49
1485
$1.83K ﹤0.01%
+39
1486
$1.82K ﹤0.01%
+52
1487
$1.81K ﹤0.01%
+84
1488
$1.81K ﹤0.01%
+99
1489
$1.8K ﹤0.01%
+60
1490
$1.8K ﹤0.01%
+79
1491
$1.79K ﹤0.01%
+24
1492
$1.78K ﹤0.01%
+139
1493
$1.78K ﹤0.01%
+195
1494
$1.77K ﹤0.01%
+26
1495
$1.77K ﹤0.01%
+98
1496
$1.76K ﹤0.01%
+46
1497
$1.76K ﹤0.01%
+62
1498
$1.75K ﹤0.01%
+14
1499
$1.75K ﹤0.01%
+132
1500
$1.74K ﹤0.01%
+280
58 59
60
61 62