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
1501
$1.73K ﹤0.01%
+127
1502
$1.73K ﹤0.01%
+39
1503
$1.72K ﹤0.01%
+155
1504
$1.72K ﹤0.01%
+47
1505
$1.71K ﹤0.01%
+72
1506
$1.71K ﹤0.01%
+83
1507
$1.7K ﹤0.01%
+150
1508
$1.7K ﹤0.01%
+92
1509
$1.69K ﹤0.01%
+145
1510
$1.69K ﹤0.01%
+13
1511
$1.69K ﹤0.01%
+37
1512
$1.67K ﹤0.01%
+80
1513
$1.66K ﹤0.01%
+181
1514
$1.66K ﹤0.01%
+24
1515
$1.65K ﹤0.01%
+55
1516
$1.65K ﹤0.01%
+35
1517
$1.65K ﹤0.01%
+58
1518
$1.65K ﹤0.01%
+75
1519
$1.64K ﹤0.01%
+18
1520
$1.63K ﹤0.01%
+29
1521
$1.63K ﹤0.01%
+245
1522
$1.62K ﹤0.01%
+100
1523
$1.62K ﹤0.01%
+146
1524
$1.62K ﹤0.01%
+87
1525
$1.61K ﹤0.01%
+28
59 60
61
62 63