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
1576
$1.33K ﹤0.01%
+9
1577
$1.33K ﹤0.01%
+40
1578
$1.33K ﹤0.01%
+3
1579
$1.32K ﹤0.01%
+230
1580
$1.32K ﹤0.01%
+166
1581
$1.32K ﹤0.01%
+37
1582
$1.32K ﹤0.01%
+9
1583
$1.32K ﹤0.01%
+40
1584
$1.31K ﹤0.01%
+46
1585
$1.31K ﹤0.01%
+46
1586
$1.3K ﹤0.01%
+50
1587
$1.3K ﹤0.01%
+38
1588
$1.3K ﹤0.01%
+29
1589
$1.29K ﹤0.01%
+12
1590
$1.29K ﹤0.01%
+162
1591
$1.28K ﹤0.01%
+22
1592
$1.28K ﹤0.01%
+173
1593
$1.27K ﹤0.01%
+26
1594
$1.27K ﹤0.01%
+52
1595
$1.26K ﹤0.01%
+50
1596
$1.26K ﹤0.01%
+90
1597
$1.25K ﹤0.01%
+50
1598
$1.24K ﹤0.01%
+94
1599
$1.22K ﹤0.01%
+41
1600
$1.22K ﹤0.01%
+18
62 63
64
65 66