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
1901
$357 ﹤0.01%
+6
1902
$356 ﹤0.01%
+15
1903
$355 ﹤0.01%
+9
1904
$355 ﹤0.01%
+360
1905
$355 ﹤0.01%
+1,000
1906
$354 ﹤0.01%
+11
1907
$354 ﹤0.01%
+11
1908
$353 ﹤0.01%
+35
1909
$353 ﹤0.01%
+11
1910
$351 ﹤0.01%
+4
1911
$351 ﹤0.01%
+7
1912
$349 ﹤0.01%
+5
1913
$348 ﹤0.01%
+22
1914
$347 ﹤0.01%
+11
1915
$345 ﹤0.01%
+12
1916
$345 ﹤0.01%
+37
1917
$344 ﹤0.01%
+32
1918
$344 ﹤0.01%
+12
1919
$338 ﹤0.01%
+145
1920
$338 ﹤0.01%
+4
1921
$338 ﹤0.01%
+9
1922
$336 ﹤0.01%
+103
1923
$336 ﹤0.01%
+400
1924
$333 ﹤0.01%
+39
1925
$332 ﹤0.01%
+6
75 76
77
78 79