FFA
Fortune Financial Advisors Portfolio holdings
AUM $116M
AUM
$116M
AUM Growth
+$5.95M (+5%)
Cap. Flow
+$6.48M
Cap. Flow % of AUM
5.59%
Top 10 Holdings %Top 10 Hldgs %
37.1%
Holding
97
New
9
Increased
60
Reduced
18
Closed
2
Top Buys
| 1 | $668K | |
| 2 | $561K | |
| 3 | $464K | |
| 4 | $380K | |
| 5 | $366K |
Top Sells
| 1 | $189K | |
| 2 | $144K | |
| 3 | $122K | |
| 4 | $99.5K | |
| 5 | $54K |
Sector Composition
| 1 | Technology | 12.24% |
| 2 | Consumer Discretionary | 10.3% |
| 3 | Industrials | 8.32% |
| 4 | Financials | 7.86% |
| 5 | Consumer Staples | 6.68% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.5M | 9.92% | 122,841 +543 | +0.4% | +$50.9K | |||
| $4.87M | 4.2% | 55,390 +2,121 | +4% | +$187K | |||
| $4.47M | 3.85% | 76,084 +1,726 | +2% | +$101K | |||
| $3.57M | 3.08% | 2,493 +44 | +2% | +$63K | |||
| $3.46M | 2.98% | 6,314 +65 | +1% | +$35.6K | |||
| $3.38M | 2.92% | 15,234 +1,112 | +8% | +$247K | |||
| $3.17M | 2.73% | 20,471 +663 | +3% | +$103K | |||
| $2.99M | 2.58% | 25,332 -59 | -0.2% | -$6.97K | |||
| $2.87M | 2.48% | 57,597 +4,641 | +9% | +$232K | |||
| $2.74M | 2.36% | 11,162 +276 | +3% | +$67.7K | |||
| $2.59M | 2.23% | 6,887 +510 | +8% | +$191K | |||
| $2.56M | 2.21% | 42,628 +1,280 | +3% | +$76.8K | |||
| $2.47M | 2.13% | 14,238 -834 | -6% | -$144K | |||
| $2.46M | 2.12% | 4,807 +73 | +2% | +$37.4K | |||
| $2.31M | 1.99% | 12,157 +886 | +8% | +$169K | |||
| $2.18M | 1.88% | 13,739 +727 | +6% | +$115K | |||
| $2.16M | 1.86% | 6,167 +330 | +6% | +$116K | |||
| $2.04M | 1.76% | 18,350 -896 | -5% | -$99.5K | |||
| $1.98M | 1.71% | 28,518 +1,132 | +4% | +$78.6K | |||
| $1.81M | 1.56% | 12,503 +452 | +4% | +$65.6K | |||
| $1.81M | 1.56% | 8,346 -83 | -1% | -$18K | |||
| $1.76M | 1.52% | 7,782 +230 | +3% | +$52.1K | |||
| $1.59M | 1.37% | 20,385 -693 | -3% | -$54K | |||
| $1.54M | 1.33% | 26,304 +1,107 | +4% | +$64.8K | |||
| $1.54M | 1.33% | 11,602 +311 | +3% | +$41.3K |
