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
$637M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,748
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.7M
3
+$6.63M
4
AAPL icon
Apple
AAPL
+$5.81M
5
BND icon
Vanguard Total Bond Market
BND
+$5.77M

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$979K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$947K

Sector Composition

1 Technology 7.95%
2 Financials 4.93%
3 Healthcare 4.01%
4 Consumer Discretionary 3.09%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.7M 8.12%
120,493
+58,998
2
$33.6M 5.28%
1,614,387
+852,183
3
$18M 2.82%
411,463
+118,930
4
$15.4M 2.42%
90,153
+33,950
5
$11.5M 1.81%
36,485
+13,335
6
$9.92M 1.56%
202,742
+87,236
7
$9.55M 1.5%
56,650
+1,270
8
$9.44M 1.48%
71,651
+18,639
9
$8.93M 1.4%
22,734
+16,883
10
$8.62M 1.35%
99,894
+8,812
11
$8.37M 1.31%
473,285
+201,705
12
$7.44M 1.17%
106,649
+82,718
13
$7.27M 1.14%
95,708
-13,734
14
$7.08M 1.11%
20,208
-3,248
15
$7.05M 1.11%
75,043
-9,547
16
$6.81M 1.07%
143,011
+52,593
17
$6.8M 1.07%
200,233
-7,547
18
$6.36M 1%
67,673
+15,848
19
$6.23M 0.98%
82,959
+6,016
20
$5.64M 0.89%
43,126
+14,192
21
$5.61M 0.88%
54,684
+18,171
22
$5.56M 0.87%
62,842
-1,463
23
$5.56M 0.87%
128,422
+26,815
24
$5.11M 0.8%
57,502
+11,977
25
$4.82M 0.76%
94,909
+65,253
1
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