FFA
Fortune Financial Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+6.07%
1 Year Return
+13.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
97.71%
Top 10 Holdings %
Top 10 Hldgs %
32.15%
Holding
121
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.95M |
| 2 |
Microsoft
MSFT
|
$5.5M |
| 3 |
Procter & Gamble
PG
|
$4.94M |
| 4 |
Apple
AAPL
|
$4.91M |
| 5 |
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% |
