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
2051
$187 ﹤0.01%
+5
2052
$185 ﹤0.01%
+18
2053
$184 ﹤0.01%
+8
2054
$182 ﹤0.01%
+4
2055
$180 ﹤0.01%
+17
2056
$178 ﹤0.01%
+25
2057
$178 ﹤0.01%
+52
2058
$175 ﹤0.01%
+3
2059
$174 ﹤0.01%
+14
2060
$174 ﹤0.01%
+59
2061
$173 ﹤0.01%
+28
2062
$171 ﹤0.01%
+39
2063
$169 ﹤0.01%
+6
2064
$169 ﹤0.01%
+8
2065
$169 ﹤0.01%
+5
2066
$169 ﹤0.01%
+3
2067
$165 ﹤0.01%
+2
2068
$165 ﹤0.01%
+3
2069
$164 ﹤0.01%
+1
2070
$163 ﹤0.01%
+2
2071
$162 ﹤0.01%
+2
2072
$161 ﹤0.01%
+5
2073
$160 ﹤0.01%
+10
2074
$159 ﹤0.01%
+6
2075
$159 ﹤0.01%
+3
81 82
83
84 85