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
1651
$1.02K ﹤0.01%
+40
1652
$1.02K ﹤0.01%
+61
1653
$1.02K ﹤0.01%
+37
1654
$1.01K ﹤0.01%
+500
1655
$1.01K ﹤0.01%
+9
1656
$1K ﹤0.01%
+79
1657
$1K ﹤0.01%
+45
1658
$997 ﹤0.01%
+100
1659
$997 ﹤0.01%
+71
1660
$991 ﹤0.01%
+29
1661
$977 ﹤0.01%
+6
1662
$977 ﹤0.01%
+43
1663
$971 ﹤0.01%
+32
1664
$970 ﹤0.01%
+23
1665
$969 ﹤0.01%
+355
1666
$964 ﹤0.01%
+95
1667
$941 ﹤0.01%
+35
1668
$939 ﹤0.01%
+33
1669
$938 ﹤0.01%
+180
1670
$937 ﹤0.01%
+48
1671
$934 ﹤0.01%
+97
1672
$931 ﹤0.01%
+19
1673
$918 ﹤0.01%
+41
1674
$915 ﹤0.01%
+12
1675
$913 ﹤0.01%
+74
65 66
67
68 69