FFA
Fortune Financial Advisors Portfolio holdings
AUM
$148M
1-Year Est. Return
16.34%
This Fund
S&P 500
1 Year Est. Return
+16.34%
AUM
$148M
AUM Growth
+$15.4M
(+12%)
Holding
101
Top Buys
| 1 | +$11.6M | |
| 2 | +$403K | |
| 3 | +$382K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$301K |
| 5 |
Eli Lilly
LLY
|
+$286K |
Top Sells
| 1 | +$288K | |
| 2 | +$261K | |
| 3 | +$204K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$198K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$162K |
Sector Composition
| 1 | Technology | 21.15% |
| 2 | Consumer Discretionary | 8.84% |
| 3 | Industrials | 7.75% |
| 4 | Financials | 7.16% |
| 5 | Communication Services | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Universal Display
OLED
$5.46B
| – | – |
-2,004
|
|