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
2076
$159 ﹤0.01%
+39
2077
$159 ﹤0.01%
+5
2078
$158 ﹤0.01%
+10
2079
$157 ﹤0.01%
+28
2080
$156 ﹤0.01%
+7
2081
$156 ﹤0.01%
+15
2082
$156 ﹤0.01%
+6
2083
$155 ﹤0.01%
+4
2084
$155 ﹤0.01%
+6
2085
$155 ﹤0.01%
+51
2086
$154 ﹤0.01%
+6
2087
$152 ﹤0.01%
+6
2088
$149 ﹤0.01%
+2
2089
$149 ﹤0.01%
+9
2090
$147 ﹤0.01%
+31
2091
$146 ﹤0.01%
+39
2092
$144 ﹤0.01%
+4
2093
$140 ﹤0.01%
+9
2094
$140 ﹤0.01%
+10
2095
$140 ﹤0.01%
+3
2096
$140 ﹤0.01%
+5
2097
$139 ﹤0.01%
+150
2098
$139 ﹤0.01%
+2
2099
$138 ﹤0.01%
+15
2100
$138 ﹤0.01%
+13
82 83
84
85 86