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
1626
$1.11K ﹤0.01%
+31
1627
$1.1K ﹤0.01%
+19
1628
$1.09K ﹤0.01%
+32
1629
$1.09K ﹤0.01%
+43
1630
$1.08K ﹤0.01%
+18
1631
$1.08K ﹤0.01%
+25
1632
$1.08K ﹤0.01%
+21
1633
$1.08K ﹤0.01%
+39
1634
$1.07K ﹤0.01%
+25
1635
$1.06K ﹤0.01%
+20
1636
$1.06K ﹤0.01%
+68
1637
$1.05K ﹤0.01%
+62
1638
$1.05K ﹤0.01%
+5
1639
$1.05K ﹤0.01%
+56
1640
$1.04K ﹤0.01%
+140
1641
$1.04K ﹤0.01%
+35
1642
$1.04K ﹤0.01%
+16
1643
$1.04K ﹤0.01%
+21
1644
$1.03K ﹤0.01%
+100
1645
$1.03K ﹤0.01%
+64
1646
$1.03K ﹤0.01%
+468
1647
$1.03K ﹤0.01%
+35
1648
$1.03K ﹤0.01%
+34
1649
$1.03K ﹤0.01%
+154
1650
$1.02K ﹤0.01%
+40
64 65
66
67 68