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
51
$837K 0.63%
+12,103
52
$802K 0.6%
+4,329
53
$796K 0.6%
+13,812
54
$792K 0.59%
+7,594
55
$773K 0.58%
+3,661
56
$762K 0.57%
+10,032
57
$659K 0.49%
+3,984
58
$653K 0.49%
+6,298
59
$628K 0.47%
+4,402
60
$622K 0.47%
+3,040
61
$588K 0.44%
+17,166
62
$582K 0.44%
+16,069
63
$557K 0.42%
+3,501
64
$547K 0.41%
+2,980
65
$544K 0.41%
+2,621
66
$534K 0.4%
+1,585
67
$528K 0.4%
+6,258
68
$528K 0.4%
+9,469
69
$514K 0.39%
+3,103
70
$505K 0.38%
+22,093
71
$494K 0.37%
+2,836
72
$484K 0.36%
+4,000
73
$468K 0.35%
+1,667
74
$462K 0.35%
+4,121
75
$457K 0.34%
+4,096
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3
4 5