F4L
Fortune 45 LLC Portfolio holdings
AUM
$174M
1-Year Est. Return
14.48%
1 Year Est. Return
+14.48%
AUM
$174M
AUM Growth
+$20.9M
(+14%)
Holding
30
Top Buys
| 1 | +$3.55M | |
| 2 | +$1.53M | |
| 3 | +$422K | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$418K |
| 5 |
Costco
COST
|
+$120K |
Top Sells
| 1 | +$2.65M | |
| 2 | +$86.1K | |
| 3 | +$1.52K | |
| 4 |
Tesla
TSLA
|
+$953 |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
+$581 |
Sector Composition
| 1 | Technology | 5.78% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Communication Services | 2.1% |
| 4 | Financials | 1.69% |
| 5 | Consumer Staples | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$148B
| $517K | 0.3% |
2,526
+127
|
|
||
27
Exxon Mobil
XOM
$480B
| $491K | 0.28% |
4,553
+108
|
|
||
28
Eli Lilly
LLY
$802B
| $472K | 0.27% |
605
+80
|
|
||
29
Chevron
CVX
$310B
| $278K | 0.16% |
1,941
+59
|
|
||
30
Invesco S&P MidCap Momentum ETF
XMMO
$5.96B
| – | – |
-23,250
|
|