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
2151
$60 ﹤0.01%
+1
2152
$55 ﹤0.01%
+5
2153
– –
0
2154
– –
0
2155
$43 ﹤0.01%
+5
2156
$42 ﹤0.01%
+3
2157
$36 ﹤0.01%
+10
2158
$35 ﹤0.01%
+10
2159
$33 ﹤0.01%
+1
2160
$29 ﹤0.01%
+1
2161
$25 ﹤0.01%
+1
2162
– –
0
2163
$25 ﹤0.01%
+30
2164
$22 ﹤0.01%
+1
2165
– –
0
2166
$20 ﹤0.01%
+1
2167
$19 ﹤0.01%
+1
2168
$19 ﹤0.01%
+2
2169
– –
0
2170
– –
0
2171
– –
0
2172
– –
0
2173
– –
0
2174
$10 ﹤0.01%
+1
2175
$5 ﹤0.01%
+2
84 85 86
87
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