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
1801
$593 ﹤0.01%
+50
1802
$587 ﹤0.01%
+5
1803
$585 ﹤0.01%
+44
1804
$580 ﹤0.01%
+11
1805
$576 ﹤0.01%
+13
1806
$573 ﹤0.01%
+12
1807
$570 ﹤0.01%
+25
1808
$559 ﹤0.01%
+79
1809
$558 ﹤0.01%
+47
1810
$558 ﹤0.01%
+67
1811
$557 ﹤0.01%
+20
1812
$557 ﹤0.01%
+24
1813
$548 ﹤0.01%
+29
1814
$547 ﹤0.01%
+68
1815
$546 ﹤0.01%
+9
1816
$545 ﹤0.01%
+19
1817
$545 ﹤0.01%
+39
1818
$543 ﹤0.01%
+84
1819
$541 ﹤0.01%
+16
1820
$532 ﹤0.01%
+43
1821
$529 ﹤0.01%
+6
1822
$527 ﹤0.01%
+11
1823
$520 ﹤0.01%
+44
1824
$516 ﹤0.01%
+27
1825
$512 ﹤0.01%
+44
71 72
73
74 75