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
101
$270K 0.2%
+2,753
102
$269K 0.2%
+5,953
103
$266K 0.2%
+1,261
104
$266K 0.2%
+3,983
105
$263K 0.2%
+1,823
106
$259K 0.19%
+2,980
107
$254K 0.19%
+1,782
108
$251K 0.19%
+735
109
$249K 0.19%
+1,436
110
$246K 0.18%
+5,339
111
$230K 0.17%
+1,038
112
$230K 0.17%
+1,716
113
$224K 0.17%
+2,902
114
$219K 0.16%
+893
115
$212K 0.16%
+1,754
116
$210K 0.16%
+1,515
117
$209K 0.16%
+474
118
$208K 0.16%
+2,692
119
$205K 0.15%
+1,780
120
$154K 0.12%
+27,900
121
$26.6K 0.02%
+12,083
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5