FFA

Fortune Financial Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 13.25%
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$5.5M
3
+$4.94M
4
AAPL icon
Apple
AAPL
+$4.91M
5
FTNT icon
Fortinet
FTNT
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.62%
2 Financials 9.88%
3 Industrials 8.84%
4 Consumer Staples 8.51%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.29%
+3,511
27
$1.69M 1.27%
+25,090
28
$1.57M 1.18%
+6,975
29
$1.5M 1.12%
+3,254
30
$1.36M 1.02%
+4,884
31
$1.34M 1%
+23,296
32
$1.31M 0.99%
+12,059
33
$1.31M 0.98%
+25,010
34
$1.29M 0.97%
+10,540
35
$1.28M 0.96%
+13,154
36
$1.25M 0.93%
+26,268
37
$1.22M 0.92%
+3,551
38
$1.2M 0.9%
+12,023
39
$1.12M 0.84%
+37,268
40
$1.09M 0.82%
+3,804
41
$1.04M 0.78%
+2,336
42
$1.01M 0.76%
+10,453
43
$975K 0.73%
+3,267
44
$926K 0.7%
+5,326
45
$903K 0.68%
+20,430
46
$898K 0.67%
+9,131
47
$883K 0.66%
+10,931
48
$872K 0.65%
+2,373
49
$872K 0.65%
+4,146
50
$838K 0.63%
+9,888
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