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
1751
$679 ﹤0.01%
+24
1752
$678 ﹤0.01%
+22
1753
$676 ﹤0.01%
+16
1754
$676 ﹤0.01%
+20
1755
$674 ﹤0.01%
+64
1756
$672 ﹤0.01%
+13
1757
$671 ﹤0.01%
+46
1758
$670 ﹤0.01%
+26
1759
$670 ﹤0.01%
+71
1760
$670 ﹤0.01%
+29
1761
$669 ﹤0.01%
+5
1762
$668 ﹤0.01%
+4
1763
$665 ﹤0.01%
+154
1764
$663 ﹤0.01%
+12
1765
$662 ﹤0.01%
+10
1766
$662 ﹤0.01%
+11
1767
$660 ﹤0.01%
+43
1768
$658 ﹤0.01%
+8
1769
$657 ﹤0.01%
+17
1770
$656 ﹤0.01%
+49
1771
$655 ﹤0.01%
+6
1772
$653 ﹤0.01%
+100
1773
$652 ﹤0.01%
+64
1774
$651 ﹤0.01%
+26
1775
$649 ﹤0.01%
+71
69 70
71
72 73