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
1
$16.7M 6.46%
+43,368
2
$12.7M 4.93%
+164,132
3
$9.58M 3.71%
+113,035
4
$7.98M 3.09%
+44,439
5
$7.47M 2.89%
+24,171
6
$5.18M 2.01%
+187,730
7
$5.16M 2%
+112,510
8
$4.28M 1.66%
+95,199
9
$3.65M 1.42%
+56,451
10
$3.62M 1.4%
+48,741
11
$3.43M 1.33%
+26,401
12
$3.42M 1.33%
+40,837
13
$2.99M 1.16%
+30,816
14
$2.7M 1.05%
+30,037
15
$2.55M 0.99%
+10,623
16
$2.49M 0.97%
+47,028
17
$2.43M 0.94%
+32,300
18
$2.39M 0.93%
+35,171
19
$2.2M 0.85%
+20,811
20
$2.15M 0.83%
+55,228
21
$1.96M 0.76%
+12,363
22
$1.86M 0.72%
+3,626
23
$1.85M 0.72%
+19,901
24
$1.76M 0.68%
+9,213
25
$1.73M 0.67%
+18,986
1
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