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
$163M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$811K
2 +$507K
3 +$377K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$244K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$244K

Sector Composition

1 Technology 17.86%
2 Financials 9.88%
3 Consumer Staples 8.2%
4 Industrials 7.72%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,282
127
-14,519
128
-336
129
0
130
-2,723