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
1676
$912 ﹤0.01%
+18
1677
$907 ﹤0.01%
+32
1678
$895 ﹤0.01%
+53
1679
$890 ﹤0.01%
+13
1680
$889 ﹤0.01%
+21
1681
$888 ﹤0.01%
+17
1682
$885 ﹤0.01%
+23
1683
$884 ﹤0.01%
+44
1684
$883 ﹤0.01%
+283
1685
$877 ﹤0.01%
+13
1686
$867 ﹤0.01%
+42
1687
$866 ﹤0.01%
+29
1688
$864 ﹤0.01%
+8
1689
$858 ﹤0.01%
+25
1690
$854 ﹤0.01%
+31
1691
$853 ﹤0.01%
+56
1692
$853 ﹤0.01%
+14
1693
$852 ﹤0.01%
+18
1694
$852 ﹤0.01%
+200
1695
$850 ﹤0.01%
+133
1696
$844 ﹤0.01%
+125
1697
$843 ﹤0.01%
+100
1698
$842 ﹤0.01%
+77
1699
$840 ﹤0.01%
+29
1700
$840 ﹤0.01%
+24