F4L
Fortune 45 LLC Portfolio holdings
AUM
$197M
1-Year Est. Return
18.18%
1 Year Est. Return
+18.18%
AUM
$197M
AUM Growth
+$23.4M
(+13%)
Holding
29
Top Buys
| 1 | +$4.2M | |
| 2 | +$2.08M | |
| 3 | +$1.25M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$1.16M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$498K |
Top Sells
| 1 | +$197K | |
| 2 | +$3.47K | |
| 3 | +$2.19K | |
| 4 |
Exxon Mobil
XOM
|
+$1.94K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$654 |
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Consumer Discretionary | 3.53% |
| 3 | Communication Services | 2.26% |
| 4 | Financials | 1.69% |
| 5 | Consumer Staples | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$131B
| $577K | 0.29% |
2,827
+301
|
|
||
|
27
Exxon Mobil
XOM
$493B
| $518K | 0.26% |
4,536
-17
|
|
||
28
Eli Lilly
LLY
$958B
| $494K | 0.25% |
680
+75
|
|
||
29
Chevron
CVX
$295B
| $301K | 0.15% |
1,927
-14
|
|