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
2126
$112 ﹤0.01%
+2
2127
$108 ﹤0.01%
+13
2128
$107 ﹤0.01%
+4
2129
$107 ﹤0.01%
+4
2130
$105 ﹤0.01%
+5
2131
$104 ﹤0.01%
+22
2132
$103 ﹤0.01%
+10
2133
$97 ﹤0.01%
+3
2134
$95 ﹤0.01%
+4
2135
$93 ﹤0.01%
+16
2136
$91 ﹤0.01%
+1
2137
$91 ﹤0.01%
+2
2138
$88 ﹤0.01%
+3
2139
$87 ﹤0.01%
+1
2140
$82 ﹤0.01%
+9
2141
$78 ﹤0.01%
+4
2142
$78 ﹤0.01%
+20
2143
$75 ﹤0.01%
+17
2144
$74 ﹤0.01%
+1
2145
$69 ﹤0.01%
+1
2146
$69 ﹤0.01%
+3
2147
$68 ﹤0.01%
+9
2148
$65 ﹤0.01%
+4
2149
$65 ﹤0.01%
+8
2150
$61 ﹤0.01%
+8
84 85
86
87 88