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
1601
$1.22K ﹤0.01%
+9
1602
$1.21K ﹤0.01%
+182
1603
$1.21K ﹤0.01%
+2
1604
$1.21K ﹤0.01%
+40
1605
$1.2K ﹤0.01%
+28
1606
$1.18K ﹤0.01%
+8
1607
$1.18K ﹤0.01%
+86
1608
$1.18K ﹤0.01%
+62
1609
$1.18K ﹤0.01%
+32
1610
$1.17K ﹤0.01%
+22
1611
$1.16K ﹤0.01%
+27
1612
$1.15K ﹤0.01%
+22
1613
$1.15K ﹤0.01%
+64
1614
$1.15K ﹤0.01%
+45
1615
$1.15K ﹤0.01%
+28
1616
$1.14K ﹤0.01%
+10
1617
$1.14K ﹤0.01%
+77
1618
$1.14K ﹤0.01%
+120
1619
$1.14K ﹤0.01%
+11
1620
$1.14K ﹤0.01%
+69
1621
$1.14K ﹤0.01%
+30
1622
$1.13K ﹤0.01%
+26
1623
$1.12K ﹤0.01%
+95
1624
$1.12K ﹤0.01%
+45
1625
$1.11K ﹤0.01%
+27
63 64
65
66 67