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
1951
$288 ﹤0.01%
+25
1952
$287 ﹤0.01%
+36
1953
$285 ﹤0.01%
+6
1954
$284 ﹤0.01%
+7
1955
$284 ﹤0.01%
+2
1956
$282 ﹤0.01%
+30
1957
$280 ﹤0.01%
+5
1958
$280 ﹤0.01%
+5
1959
$276 ﹤0.01%
+28
1960
$275 ﹤0.01%
+20
1961
$275 ﹤0.01%
+68
1962
$274 ﹤0.01%
+57
1963
$273 ﹤0.01%
+10
1964
$272 ﹤0.01%
+4
1965
$272 ﹤0.01%
+7
1966
$272 ﹤0.01%
+10
1967
$272 ﹤0.01%
+8
1968
$271 ﹤0.01%
+8
1969
$271 ﹤0.01%
+72
1970
$269 ﹤0.01%
+20
1971
$269 ﹤0.01%
+2
1972
$268 ﹤0.01%
+6
1973
$267 ﹤0.01%
+5
1974
$265 ﹤0.01%
+9
1975
$262 ﹤0.01%
+39
77 78
79
80 81