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
1926
$332 ﹤0.01%
+4
1927
$328 ﹤0.01%
+2
1928
$327 ﹤0.01%
+55
1929
$326 ﹤0.01%
+77
1930
$324 ﹤0.01%
+18
1931
$322 ﹤0.01%
+20
1932
$321 ﹤0.01%
+41
1933
$321 ﹤0.01%
+13
1934
$321 ﹤0.01%
+110
1935
$320 ﹤0.01%
+8
1936
$318 ﹤0.01%
+44
1937
$317 ﹤0.01%
+15
1938
$316 ﹤0.01%
+4
1939
$312 ﹤0.01%
+22
1940
$311 ﹤0.01%
+27
1941
$310 ﹤0.01%
+34
1942
$309 ﹤0.01%
+9
1943
$308 ﹤0.01%
+35
1944
$307 ﹤0.01%
+12
1945
$306 ﹤0.01%
+8
1946
$305 ﹤0.01%
+3
1947
$305 ﹤0.01%
+29
1948
$303 ﹤0.01%
+55
1949
$303 ﹤0.01%
+14
1950
$293 ﹤0.01%
+12
76 77
78
79 80