FFA
Fortune Financial Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+5.37%
1 Year Return
+13.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-32%)
Cap. Flow
-$57.7M
Cap. Flow
% of AUM
-52.25%
Top 10 Holdings %
Top 10 Hldgs %
36.89%
Holding
125
New
3
Increased
27
Reduced
48
Closed
37
Top Buys
| 1 |
Broadcom
AVGO
|
$451K |
| 2 |
American Tower
AMT
|
$234K |
| 3 |
Murphy USA
MUSA
|
$205K |
| 4 |
AbbVie
ABBV
|
$205K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$131K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$6.73M |
| 2 |
Microsoft
MSFT
|
$5.38M |
| 3 |
Apollo Global Management
APO
|
$3.33M |
| 4 |
Fortinet
FTNT
|
$3.23M |
| 5 |
Blackstone
BX
|
$2.83M |
Sector Composition
| 1 | Technology | 13.32% |
| 2 | Industrials | 9.4% |
| 3 | Consumer Discretionary | 9.18% |
| 4 | Healthcare | 7.62% |
| 5 | Financials | 6.92% |
