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
1976
$259 ﹤0.01%
+7
1977
$259 ﹤0.01%
+28
1978
$258 ﹤0.01%
+83
1979
$257 ﹤0.01%
+17
1980
$256 ﹤0.01%
+22
1981
$254 ﹤0.01%
+2
1982
$254 ﹤0.01%
+3
1983
$253 ﹤0.01%
+13
1984
$252 ﹤0.01%
+8
1985
$251 ﹤0.01%
+29
1986
$250 ﹤0.01%
+4
1987
$249 ﹤0.01%
+4
1988
$248 ﹤0.01%
+16
1989
$248 ﹤0.01%
+6
1990
$247 ﹤0.01%
+13
1991
$246 ﹤0.01%
+30
1992
$246 ﹤0.01%
+55
1993
$242 ﹤0.01%
+20
1994
$241 ﹤0.01%
+6
1995
$240 ﹤0.01%
+2
1996
$240 ﹤0.01%
+52
1997
$239 ﹤0.01%
+94
1998
$238 ﹤0.01%
+16
1999
$238 ﹤0.01%
+6
2000
$237 ﹤0.01%
+8
78 79
80
81 82