FFA
Fortune Financial Advisors Portfolio holdings
AUM
$124M
This Quarter Return
-0.94%
1 Year Return
+13.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-0.31%)
Cap. Flow
+$2.71M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
38.04%
Holding
92
New
4
Increased
50
Reduced
17
Closed
4
Top Buys
| 1 |
Tractor Supply
TSCO
|
$964K |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$581K |
| 3 |
Murphy USA
MUSA
|
$577K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$487K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$444K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.27M |
| 2 |
Clorox
CLX
|
$552K |
| 3 |
Reynolds Consumer Products
REYN
|
$322K |
| 4 |
American Tower
AMT
|
$234K |
| 5 |
AbbVie
ABBV
|
$205K |
Sector Composition
| 1 | Technology | 13.4% |
| 2 | Consumer Discretionary | 10.01% |
| 3 | Industrials | 8.58% |
| 4 | Financials | 7.73% |
| 5 | Healthcare | 6.39% |
