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
1726
$741 ﹤0.01%
+22
1727
$740 ﹤0.01%
+8
1728
$739 ﹤0.01%
+60
1729
$736 ﹤0.01%
+47
1730
$731 ﹤0.01%
+4
1731
$729 ﹤0.01%
+12
1732
$728 ﹤0.01%
+108
1733
$727 ﹤0.01%
+10
1734
$727 ﹤0.01%
+23
1735
$727 ﹤0.01%
+100
1736
$727 ﹤0.01%
+7
1737
$723 ﹤0.01%
+16
1738
$720 ﹤0.01%
+51
1739
$719 ﹤0.01%
+220
1740
$719 ﹤0.01%
+130
1741
$718 ﹤0.01%
+80
1742
$711 ﹤0.01%
+72
1743
$706 ﹤0.01%
+47
1744
$705 ﹤0.01%
+262
1745
$704 ﹤0.01%
+10
1746
$698 ﹤0.01%
+20
1747
$694 ﹤0.01%
+29
1748
$690 ﹤0.01%
+7
1749
$685 ﹤0.01%
+14
1750
$682 ﹤0.01%
+17
68 69
70
71 72