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
1851
$451 ﹤0.01%
+5
1852
$449 ﹤0.01%
+20
1853
$447 ﹤0.01%
+11
1854
$444 ﹤0.01%
+4
1855
$443 ﹤0.01%
+72
1856
$438 ﹤0.01%
+11
1857
$432 ﹤0.01%
+400
1858
$432 ﹤0.01%
+2
1859
$430 ﹤0.01%
+158
1860
$430 ﹤0.01%
+8
1861
$428 ﹤0.01%
+25
1862
$428 ﹤0.01%
+48
1863
$426 ﹤0.01%
+6
1864
$422 ﹤0.01%
+73
1865
$422 ﹤0.01%
+9
1866
$420 ﹤0.01%
+20
1867
$414 ﹤0.01%
+5
1868
$414 ﹤0.01%
+25
1869
$412 ﹤0.01%
+13
1870
$411 ﹤0.01%
+11
1871
$411 ﹤0.01%
+15
1872
$406 ﹤0.01%
+5
1873
$405 ﹤0.01%
+47
1874
$400 ﹤0.01%
+9
1875
$396 ﹤0.01%
+5
73 74
75
76 77