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
151
$350K 0.14%
+14,208
152
$349K 0.14%
+11,644
153
$348K 0.13%
+55,215
154
$347K 0.13%
+19,809
155
$345K 0.13%
+10,403
156
$343K 0.13%
+29,460
157
$339K 0.13%
+1,779
158
$339K 0.13%
+3,434
159
$336K 0.13%
+1,968
160
$332K 0.13%
+2,993
161
$332K 0.13%
+2,834
162
$330K 0.13%
+10,810
163
$325K 0.13%
+3,700
164
$320K 0.12%
+1,449
165
$318K 0.12%
+7,241
166
$317K 0.12%
+1,091
167
$311K 0.12%
+6,561
168
$308K 0.12%
+6,257
169
$306K 0.12%
+4,334
170
$304K 0.12%
+12,397
171
$302K 0.12%
+3,852
172
$302K 0.12%
+18,738
173
$301K 0.12%
+7,651
174
$300K 0.12%
+2,879
175
$298K 0.12%
+1,996
5 6
7
8 9