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
2101
$137 ﹤0.01%
+10
2102
$137 ﹤0.01%
+7
2103
$137 ﹤0.01%
+5
2104
$136 ﹤0.01%
+3
2105
$135 ﹤0.01%
+8
2106
$134 ﹤0.01%
+21
2107
$133 ﹤0.01%
+4
2108
$131 ﹤0.01%
+3
2109
$130 ﹤0.01%
+5
2110
$130 ﹤0.01%
+1
2111
$129 ﹤0.01%
+5
2112
$127 ﹤0.01%
+8
2113
$127 ﹤0.01%
+189
2114
$125 ﹤0.01%
+4
2115
$125 ﹤0.01%
+5
2116
$124 ﹤0.01%
+12
2117
$123 ﹤0.01%
+11
2118
$120 ﹤0.01%
+4
2119
$120 ﹤0.01%
+3
2120
$118 ﹤0.01%
+5
2121
$115 ﹤0.01%
+8
2122
$115 ﹤0.01%
+1
2123
$115 ﹤0.01%
+3
2124
$114 ﹤0.01%
+32
2125
$113 ﹤0.01%
+11
83 84
85
86 87