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
1526
$1.61K ﹤0.01%
+160
1527
$1.59K ﹤0.01%
+58
1528
$1.59K ﹤0.01%
+28
1529
$1.58K ﹤0.01%
+12
1530
$1.55K ﹤0.01%
+206
1531
$1.55K ﹤0.01%
+90
1532
$1.54K ﹤0.01%
+39
1533
$1.54K ﹤0.01%
+7
1534
$1.53K ﹤0.01%
+28
1535
$1.53K ﹤0.01%
+36
1536
$1.53K ﹤0.01%
+20
1537
$1.52K ﹤0.01%
+47
1538
$1.52K ﹤0.01%
+114
1539
$1.52K ﹤0.01%
+206
1540
$1.51K ﹤0.01%
+66
1541
$1.51K ﹤0.01%
+19
1542
$1.51K ﹤0.01%
+83
1543
$1.51K ﹤0.01%
+92
1544
$1.51K ﹤0.01%
+14
1545
$1.5K ﹤0.01%
+50
1546
$1.5K ﹤0.01%
+20
1547
$1.49K ﹤0.01%
+14
1548
$1.48K ﹤0.01%
+64
1549
$1.47K ﹤0.01%
+66
1550
$1.46K ﹤0.01%
+25
60 61
62
63 64