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
$143M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$328K
3
+$307K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$294K
5
PANW icon
Palo Alto Networks
PANW
+$282K

Top Sells

1
+$3.02M
2
+$1.06M
3
+$162K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$143K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$130K

Sector Composition

1 Technology 16.46%
2 Financials 10.9%
3 Industrials 8.69%
4 Consumer Staples 7.71%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.21%
+616
102
$287K 0.2%
5,967
-118
103
$282K 0.2%
+1,912
104
$281K 0.2%
1,716
105
$278K 0.19%
10,365
-164
106
$274K 0.19%
2,060
107
$270K 0.19%
937
-46
108
$267K 0.19%
8,970
-703
109
$267K 0.19%
5,184
-223
110
$259K 0.18%
1,648
-12
111
$252K 0.18%
1,409
+2
112
$248K 0.17%
735
113
$237K 0.17%
+2,272
114
$237K 0.17%
1,797
+8
115
$234K 0.16%
2,939
+18
116
$233K 0.16%
+2,767
117
$231K 0.16%
+474
118
$216K 0.15%
+1,001
119
$215K 0.15%
+2,781
120
$215K 0.15%
897
+2
121
$214K 0.15%
2,574
-224
122
$214K 0.15%
3,478
-505
123
$213K 0.15%
+2,331
124
$210K 0.15%
+1,673
125
$203K 0.14%
+386
2 3 4
5
6