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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
$196M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.96M
3
+$2.33M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.85M
5
META icon
Meta Platforms (Facebook)
META
+$1.56M

Top Sells

1
+$1.38M
2
+$379K
3
+$229K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$204K
5
AMZN icon
Amazon
AMZN
+$199K

Sector Composition

1 Technology 26.32%
2 Industrials 9.45%
3 Consumer Discretionary 7.61%
4 Financials 6.65%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
51
Goldman Sachs
GS
$322B
$1.05M 0.54%
+1,245
HWKN icon
52
Hawkins
HWKN
$3.31B
$1.03M 0.53%
+6,715
MCD icon
53
McDonald's
MCD
$205B
$1.03M 0.52%
3,311
-19
IJH icon
54
iShares Core S&P Mid-Cap ETF
IJH
$122B
$992K 0.51%
14,694
-28
AVUV icon
55
Avantis US Small Cap Value ETF
AVUV
$28.4B
$990K 0.5%
8,964
+1,539
KLAC icon
56
KLA
KLAC
$310B
$972K 0.5%
+660
COP icon
57
ConocoPhillips
COP
$136B
$968K 0.49%
7,333
+1,178
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$47.5B
$951K 0.48%
9,967
-212
AFRM icon
59
Affirm
AFRM
$25B
$948K 0.48%
+20,700
AMD icon
60
Advanced Micro Devices
AMD
$827B
$914K 0.47%
+4,492
STLD icon
61
Steel Dynamics
STLD
$39.3B
$900K 0.46%
+5,000
GLW icon
62
Corning
GLW
$153B
$884K 0.45%
+6,500
EAT icon
63
Brinker International
EAT
$6.7B
$878K 0.45%
+6,150
TMO icon
64
Thermo Fisher Scientific
TMO
$176B
$866K 0.44%
+1,762
DPZ icon
65
Domino's
DPZ
$10.5B
$826K 0.42%
2,301
+106
AXP icon
66
American Express
AXP
$232B
$814K 0.41%
2,691
-98
AMGN icon
67
Amgen
AMGN
$189B
$799K 0.41%
2,270
+1,343
PEP icon
68
PepsiCo
PEP
$200B
$784K 0.4%
5,046
+456
VTES icon
69
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.99B
$766K 0.39%
7,578
+511
CHE icon
70
Chemed
CHE
$5.62B
$685K 0.35%
1,815
+86
HON icon
71
Honeywell
HON
$145B
$685K 0.35%
3,031
+1,752
VIG icon
72
Vanguard Dividend Appreciation ETF
VIG
$110B
$635K 0.32%
2,954
-264
BEPC icon
73
Brookfield Renewable
BEPC
$6.68B
$629K 0.32%
+15,780
ENS icon
74
EnerSys
ENS
$8.45B
$625K 0.32%
+3,600
AXON icon
75
Axon Enterprise
AXON
$35.1B
$619K 0.32%
+1,457
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