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

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
126
$77.5K 0.05%
21,900
127
$29.5K 0.02%
12,337
+254
128
-2,412
129
-10,024