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
51
$749K 0.56%
1,673
+70
52
$734K 0.55%
2,862
+833
53
$697K 0.52%
5,861
-1,887
54
$692K 0.52%
3,205
+171
55
$684K 0.51%
6,874
+1,509
56
$645K 0.49%
4,590
+37
57
$613K 0.46%
3,284
+122
58
$591K 0.45%
6,253
+4
59
$586K 0.44%
976
60
$569K 0.43%
833
61
$506K 0.38%
3,295
-75
62
$468K 0.35%
2,795
+2
63
$457K 0.34%
2,348
+1
64
$456K 0.34%
10,594
-2,512
65
$456K 0.34%
681
66
$452K 0.34%
1,209
-11
67
$449K 0.34%
+4,409
68
$444K 0.33%
7,435
-131
69
$432K 0.33%
2,237
+53
70
$428K 0.32%
956
+100
71
$427K 0.32%
14,354
+57
72
$423K 0.32%
1,500
73
$382K 0.29%
3,821
+3
74
$380K 0.29%
7,443
75
$379K 0.28%
897
1 2
3
4