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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$5.5M
3
+$4.94M
4
AAPL icon
Apple
AAPL
+$4.91M
5
FTNT icon
Fortinet
FTNT
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.62%
2 Financials 9.88%
3 Industrials 8.84%
4 Consumer Staples 8.51%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.95M 6.72%
+120,447
2
$5.5M 4.13%
+16,143
3
$4.94M 3.71%
+32,562
4
$4.91M 3.68%
+25,302
5
$3.81M 2.86%
+50,390
6
$3.21M 2.41%
+40,221
7
– –
0
8
$2.99M 2.24%
+7,594
9
$2.76M 2.07%
+47,801
10
$2.72M 2.04%
+18,692
11
$2.66M 2%
+23,115
12
$2.65M 1.99%
+22,122
13
$2.42M 1.82%
+16,160
14
$2.41M 1.81%
+15,320
15
$2.32M 1.74%
+36,495
16
$2.21M 1.66%
+4,843
17
$2.16M 1.62%
+26,736
18
$2.15M 1.62%
+23,151
19
$2.12M 1.59%
+19,716
20
$2.09M 1.57%
+27,272
21
$2.06M 1.55%
+13,548
22
$1.9M 1.43%
+14,605
23
$1.87M 1.4%
+41,271
24
$1.77M 1.33%
+12,254
25
$1.72M 1.29%
+7,241
1
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