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
1876
$396 ﹤0.01%
+39
1877
$395 ﹤0.01%
+28
1878
$393 ﹤0.01%
+2
1879
$390 ﹤0.01%
+51
1880
$390 ﹤0.01%
+50
1881
$387 ﹤0.01%
+71
1882
$385 ﹤0.01%
+3
1883
$383 ﹤0.01%
+34
1884
$383 ﹤0.01%
+14
1885
$381 ﹤0.01%
+150
1886
$380 ﹤0.01%
+19
1887
$378 ﹤0.01%
+3
1888
$377 ﹤0.01%
+7
1889
$377 ﹤0.01%
+21
1890
$370 ﹤0.01%
+104
1891
$369 ﹤0.01%
+64
1892
$368 ﹤0.01%
+21
1893
$366 ﹤0.01%
+3
1894
$364 ﹤0.01%
+9
1895
$363 ﹤0.01%
+7
1896
$363 ﹤0.01%
+56
1897
$362 ﹤0.01%
+18
1898
$362 ﹤0.01%
+8
1899
$362 ﹤0.01%
+6
1900
$362 ﹤0.01%
+6
74 75
76
77 78