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
$158M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$935K
3
+$882K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$759K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$725K

Top Sells

1
+$1.37M
2
+$742K
3
+$621K
4
LUV icon
Southwest Airlines
LUV
+$437K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$384K

Sector Composition

1 Technology 16.62%
2 Financials 10.67%
3 Industrials 8.35%
4 Consumer Staples 8.21%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.23%
498
+9
102
$350K 0.22%
3,523
+15
103
$340K 0.22%
767
-8
104
$336K 0.21%
2,060
105
$328K 0.21%
9,963
-139
106
$328K 0.21%
1,716
107
$326K 0.21%
4,218
-2
108
$309K 0.2%
1,649
+1
109
$306K 0.19%
4,842
-342
110
$299K 0.19%
+6,010
111
$296K 0.19%
10,381
+16
112
$292K 0.18%
1,369
-40
113
$286K 0.18%
471
-3
114
$283K 0.18%
710
-25
115
$276K 0.17%
+3,060
116
$273K 0.17%
2,795
+28
117
$268K 0.17%
5,645
-322
118
$266K 0.17%
937
119
$266K 0.17%
2,956
+17
120
$265K 0.17%
8,341
-629
121
$264K 0.17%
897
122
$244K 0.15%
+3,282
123
$230K 0.15%
2,723
-58
124
$221K 0.14%
1,806
+9
125
$213K 0.13%
+336
2 3 4
5
6