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
2026
$218 ﹤0.01%
+15
2027
$217 ﹤0.01%
+12
2028
$216 ﹤0.01%
+50
2029
$215 ﹤0.01%
+34
2030
$214 ﹤0.01%
+9
2031
$213 ﹤0.01%
+25
2032
$211 ﹤0.01%
+9
2033
$211 ﹤0.01%
+4
2034
$210 ﹤0.01%
+30
2035
$209 ﹤0.01%
+9
2036
$204 ﹤0.01%
+4
2037
$203 ﹤0.01%
+1
2038
$198 ﹤0.01%
+4
2039
$198 ﹤0.01%
+4
2040
$198 ﹤0.01%
+5
2041
$197 ﹤0.01%
+4
2042
$196 ﹤0.01%
+4
2043
$194 ﹤0.01%
+1
2044
$193 ﹤0.01%
+20
2045
$193 ﹤0.01%
+6
2046
$192 ﹤0.01%
+1
2047
$190 ﹤0.01%
+11
2048
$190 ﹤0.01%
+3
2049
$189 ﹤0.01%
+165
2050
$188 ﹤0.01%
+12
80 81
82
83 84