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
1826
$509 ﹤0.01%
+15
1827
$499 ﹤0.01%
+18
1828
$498 ﹤0.01%
+3
1829
$496 ﹤0.01%
+16
1830
$494 ﹤0.01%
+45
1831
$492 ﹤0.01%
+114
1832
$486 ﹤0.01%
+43
1833
$479 ﹤0.01%
+4
1834
$479 ﹤0.01%
+7
1835
$477 ﹤0.01%
+7
1836
$477 ﹤0.01%
+4
1837
$476 ﹤0.01%
+6
1838
$473 ﹤0.01%
+5
1839
$473 ﹤0.01%
+6
1840
$472 ﹤0.01%
+3
1841
$472 ﹤0.01%
+4
1842
$469 ﹤0.01%
+29
1843
$468 ﹤0.01%
+9
1844
$468 ﹤0.01%
+23
1845
$463 ﹤0.01%
+5
1846
$460 ﹤0.01%
+95
1847
$456 ﹤0.01%
+1
1848
$454 ﹤0.01%
+8
1849
$453 ﹤0.01%
+10
1850
$453 ﹤0.01%
+8
72 73
74
75 76