FFA
Fortune Financial Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+8.33%
1 Year Return
+13.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+10%)
Cap. Flow
+$6.02M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
31.66%
Holding
141
New
14
Increased
42
Reduced
64
Closed
11
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.07M |
| 2 |
Procter & Gamble
PG
|
$1.04M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$935K |
| 4 |
Avantis International Large Cap Value ETF
AVIV
|
$882K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$759K |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$742K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$621K |
| 3 |
Southwest Airlines
LUV
|
$437K |
| 4 |
First Trust Cloud Computing ETF
SKYY
|
$384K |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$335K |
Sector Composition
| 1 | Technology | 16.62% |
| 2 | Financials | 10.67% |
| 3 | Industrials | 8.35% |
| 4 | Consumer Staples | 8.21% |
| 5 | Consumer Discretionary | 7.18% |
