FFA

Fortune Financial Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 16.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$291K
3
+$252K
4
MTD icon
Mettler-Toledo International
MTD
+$244K
5
NEU icon
NewMarket
NEU
+$231K

Top Sells

1
+$651K
2
+$241K
3
+$219K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$216K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$215K

Sector Composition

1 Technology 13.66%
2 Consumer Discretionary 9.83%
3 Industrials 8.79%
4 Financials 7.98%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.59%
3,184
+26
52
$656K 0.53%
833
+7
53
$630K 0.51%
3,549
54
$621K 0.5%
3,034
55
$601K 0.48%
4,553
+1
56
$561K 0.45%
6,249
+5
57
$554K 0.45%
7,566
+809
58
$551K 0.44%
13,106
+42
59
$538K 0.43%
976
-157
60
$537K 0.43%
3,370
+210
61
$513K 0.41%
2,184
+38
62
$500K 0.4%
3,162
-30
63
$489K 0.39%
5,365
+37
64
$488K 0.39%
2,029
+641
65
$465K 0.37%
856
+133
66
$442K 0.36%
1,500
67
$436K 0.35%
1,220
-15
68
$429K 0.35%
2,347
+1
69
$423K 0.34%
681
-19
70
$419K 0.34%
14,297
+59
71
$408K 0.33%
2,793
+1
72
$398K 0.32%
3,818
+4
73
$380K 0.31%
7,443
74
$379K 0.3%
3,824
+248
75
$332K 0.27%
2,395
+1
1 2
3
4