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
1776
$649 ﹤0.01%
+17
1777
$648 ﹤0.01%
+52
1778
$643 ﹤0.01%
+26
1779
$637 ﹤0.01%
+125
1780
$634 ﹤0.01%
+6
1781
$633 ﹤0.01%
+7
1782
$633 ﹤0.01%
+8
1783
$631 ﹤0.01%
+9
1784
$628 ﹤0.01%
+100
1785
$628 ﹤0.01%
+18
1786
$627 ﹤0.01%
+70
1787
$627 ﹤0.01%
+24
1788
$620 ﹤0.01%
+21
1789
$617 ﹤0.01%
+25
1790
$616 ﹤0.01%
+12
1791
$615 ﹤0.01%
+6
1792
$609 ﹤0.01%
+18
1793
$606 ﹤0.01%
+19
1794
$605 ﹤0.01%
+89
1795
$605 ﹤0.01%
+12
1796
$598 ﹤0.01%
+8
1797
$597 ﹤0.01%
+17
1798
$597 ﹤0.01%
+5
1799
$595 ﹤0.01%
+29
1800
$594 ﹤0.01%
+26
70 71
72
73 74