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
201
$242K 0.09%
+1,186
202
$238K 0.09%
+902
203
$237K 0.09%
+5,001
204
$236K 0.09%
+9,580
205
$232K 0.09%
+2,746
206
$230K 0.09%
+9,905
207
$225K 0.09%
+13,386
208
$222K 0.09%
+10,000
209
$221K 0.09%
+2,270
210
$220K 0.09%
+4,908
211
$220K 0.09%
+28,154
212
$217K 0.08%
+10,031
213
$216K 0.08%
+3,398
214
$215K 0.08%
+502
215
$211K 0.08%
+3,590
216
$210K 0.08%
+878
217
$208K 0.08%
+5,330
218
$204K 0.08%
+2,055
219
$200K 0.08%
+2,451
220
$200K 0.08%
+816
221
$199K 0.08%
+2,227
222
$199K 0.08%
+1,142
223
$198K 0.08%
+1,973
224
$197K 0.08%
+2,205
225
$196K 0.08%
+2,346