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
1701
$839 ﹤0.01%
+32
1702
$830 ﹤0.01%
+22
1703
$829 ﹤0.01%
+77
1704
$823 ﹤0.01%
+10
1705
$821 ﹤0.01%
+40
1706
$819 ﹤0.01%
+85
1707
$811 ﹤0.01%
+79
1708
$807 ﹤0.01%
+11
1709
$806 ﹤0.01%
+19
1710
$806 ﹤0.01%
+5
1711
$784 ﹤0.01%
+49
1712
$778 ﹤0.01%
+282
1713
$775 ﹤0.01%
+12
1714
$775 ﹤0.01%
+32
1715
$766 ﹤0.01%
+286
1716
$763 ﹤0.01%
+7
1717
$763 ﹤0.01%
+67
1718
$761 ﹤0.01%
+9
1719
$758 ﹤0.01%
+2
1720
$756 ﹤0.01%
+3
1721
$754 ﹤0.01%
+15
1722
$750 ﹤0.01%
+68
1723
$745 ﹤0.01%
+180
1724
$743 ﹤0.01%
+21
1725
$742 ﹤0.01%
+12
67 68
69
70 71