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
76
$455K 0.34%
+1,965
77
$442K 0.33%
+3,281
78
$428K 0.32%
+2,969
79
$427K 0.32%
+3,170
80
$413K 0.31%
+12,345
81
$402K 0.3%
+149
82
$394K 0.3%
+859
83
$383K 0.29%
+13,810
84
$365K 0.27%
+4,101
85
$351K 0.26%
+7,057
86
$340K 0.26%
+1,094
87
$323K 0.24%
+488
88
$318K 0.24%
+861
89
$316K 0.24%
+13,341
90
$316K 0.24%
+7,792
91
$309K 0.23%
+4,020
92
$309K 0.23%
+7,705
93
$297K 0.22%
+10,510
94
$289K 0.22%
+1,436
95
$289K 0.22%
+17,044
96
$288K 0.22%
+9,680
97
$287K 0.22%
+6,076
98
$282K 0.21%
+3,069
99
$277K 0.21%
+6,578
100
$273K 0.2%
+4,220
1 2 3
4
5