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
176
$295K 0.11%
+6,795
177
$294K 0.11%
+5,917
178
$289K 0.11%
+12,193
179
$288K 0.11%
+7,400
180
$288K 0.11%
+828
181
$286K 0.11%
+782
182
$286K 0.11%
+2,867
183
$283K 0.11%
+2,007
184
$278K 0.11%
+11,000
185
$275K 0.11%
+12,301
186
$273K 0.11%
+1,650
187
$271K 0.1%
+10,460
188
$270K 0.1%
+4,110
189
$270K 0.1%
+3,295
190
$268K 0.1%
+1,578
191
$267K 0.1%
+9,175
192
$259K 0.1%
+2,436
193
$258K 0.1%
+5,526
194
$257K 0.1%
+3,067
195
$254K 0.1%
+8,766
196
$252K 0.1%
+5,016
197
$244K 0.09%
+928
198
$243K 0.09%
+1,024
199
$243K 0.09%
+721
200
$242K 0.09%
+5,227
6 7
8
9 10