FFA

Fortune Financial Advisors Portfolio holdings

AUM $196M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$448K
3
+$204K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$198K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$197K

Top Sells

1
+$867K
2
+$240K
3
+$236K
4
AMT icon
American Tower
AMT
+$223K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K

Sector Composition

1 Technology 14.65%
2 Consumer Discretionary 10.07%
3 Industrials 8.81%
4 Financials 7.89%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.23%
29,561
+349
27
$1.63M 1.22%
2,213
+43
28
$1.62M 1.22%
12,104
+135
29
$1.62M 1.22%
5,013
+52
30
$1.58M 1.19%
10,941
+145
31
$1.45M 1.09%
6,492
+201
32
$1.45M 1.09%
25,446
+1,207
33
$1.41M 1.06%
2,120
-9
34
$1.29M 0.97%
2,099
+167
35
$1.28M 0.96%
2,756
+3
36
$1.12M 0.84%
17,183
-1,241
37
$1.11M 0.83%
7,134
+71
38
$1.04M 0.78%
3,161
+55
39
$1.02M 0.77%
3,347
+19
40
$1.01M 0.76%
11,048
+51
41
$1M 0.75%
13,465
+283
42
$981K 0.74%
10,169
+5
43
$927K 0.7%
2,791
-4
44
$917K 0.69%
2,123
+86
45
$911K 0.69%
2,583
+54
46
$848K 0.64%
3,482
-67
47
$840K 0.63%
+2,700
48
$804K 0.61%
3,725
49
$767K 0.58%
1,976
+155
50
$759K 0.57%
3,210
+26
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