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
1551
$1.45K ﹤0.01%
+121
1552
$1.45K ﹤0.01%
+21
1553
$1.45K ﹤0.01%
+22
1554
$1.45K ﹤0.01%
+65
1555
$1.44K ﹤0.01%
+23
1556
$1.44K ﹤0.01%
+51
1557
$1.43K ﹤0.01%
+189
1558
$1.42K ﹤0.01%
+296
1559
$1.42K ﹤0.01%
+69
1560
$1.42K ﹤0.01%
+61
1561
$1.41K ﹤0.01%
+21
1562
$1.41K ﹤0.01%
+111
1563
$1.41K ﹤0.01%
+33
1564
$1.4K ﹤0.01%
+17
1565
$1.4K ﹤0.01%
+51
1566
$1.39K ﹤0.01%
+91
1567
$1.39K ﹤0.01%
+29
1568
$1.38K ﹤0.01%
+66
1569
$1.37K ﹤0.01%
+440
1570
$1.37K ﹤0.01%
+5
1571
$1.37K ﹤0.01%
+28
1572
$1.36K ﹤0.01%
+48
1573
$1.35K ﹤0.01%
+28
1574
$1.35K ﹤0.01%
+19
1575
$1.34K ﹤0.01%
+100
61 62
63
64 65