F4L

Fortune 45 LLC Portfolio holdings

AUM $197M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$574K
2 +$457K
3 +$433K
4
TSLA icon
Tesla
TSLA
+$71.1K
5
CVX icon
Chevron
CVX
+$56.5K

Sector Composition

1 Technology 5.03%
2 Consumer Discretionary 3.36%
3 Communication Services 1.71%
4 Financials 0.95%
5 Energy 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,933