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
$2.67B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,206
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$18.8M
4
AAPL icon
Apple
AAPL
+$17.4M
5
MSFT icon
Microsoft
MSFT
+$14.8M

Top Sells

1
+$6.55M
2
+$4.29M
3
+$2.09M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.64M
5
NEE icon
NextEra Energy
NEE
+$1.61M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$172M 6.44%
297,487
+36,435
2
$132M 4.97%
251,075
+35,562
3
$103M 3.88%
851,185
+92,697
4
$73.9M 2.77%
317,153
+74,778
5
$71.9M 2.7%
1,525,730
+429,499
6
$57.6M 2.16%
133,942
+34,434
7
$43.6M 1.63%
1,927,321
+125,538
8
$32.6M 1.22%
300,348
+81,004
9
$32.2M 1.21%
609,284
+189,748
10
$31.8M 1.19%
405,699
-5,827
11
$29.4M 1.1%
51,244
+18,581
12
$28.5M 1.07%
159,202
+5,295
13
$28M 1.05%
150,089
+17,758
14
$24.7M 0.93%
211,493
+35,111
15
$23.1M 0.87%
240,965
+45,535
16
$20.5M 0.77%
262,033
+22,287
17
$19.5M 0.73%
248,114
-54,536
18
$19.5M 0.73%
117,365
+10,044
19
$19.1M 0.72%
316,296
+56,551
20
$19.1M 0.72%
331,725
+126,135
21
$18.9M 0.71%
381,084
+77,342
22
$18.3M 0.69%
243,975
+53,837
23
$18.2M 0.68%
169,418
+20,347
24
$17.7M 0.67%
425,551
+248,793
25
$17.6M 0.66%
38,179
+3,064
1
2 3 4 5