FFA
Fortune Financial Advisors Portfolio holdings
AUM
$196M
1-Year Est. Return
17.21%
This Fund
S&P 500
1 Year Est. Return
+17.21%
AUM
$196M
AUM Growth
+$47.9M
(+32%)
Holding
152
Top Buys
| 1 | +$6.76M | |
| 2 | +$2.96M | |
| 3 | +$2.33M | |
| 4 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.85M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.56M |
Top Sells
| 1 | +$1.38M | |
| 2 | +$379K | |
| 3 | +$229K | |
| 4 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
+$204K |
| 5 |
Amazon
AMZN
|
+$199K |
Sector Composition
| 1 | Technology | 26.32% |
| 2 | Industrials | 9.45% |
| 3 | Consumer Discretionary | 7.61% |
| 4 | Financials | 6.65% |
| 5 | Communication Services | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Novo Nordisk
NVO
$195B
| – | – |
-27,127
|
|
||
152
iShares Floating Rate Bond ETF
FLOT
$9.24B
| – | – |
-7,443
|
|