FA
Fountainhead AM Portfolio holdings
AUM
$111M
1-Year Est. Return
16.78%
This Fund
S&P 500
1 Year Est. Return
+16.78%
AUM
$111M
AUM Growth
+$43.9M
(+65%)
Holding
226
Top Buys
| 1 | +$5.88M | |
| 2 | +$4.28M | |
| 3 | +$2.74M | |
| 4 |
Broadcom
AVGO
|
+$2.49M |
| 5 |
Amazon
AMZN
|
+$2.31M |
Top Sells
| 1 | +$15.7M | |
| 2 | +$1.57M | |
| 3 | +$982K | |
| 4 |
iShares MSCI India ETF
INDA
|
+$924K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$419K |
Sector Composition
| 1 | Technology | 17.07% |
| 2 | Healthcare | 7.54% |
| 3 | Communication Services | 6.32% |
| 4 | Financials | 5.41% |
| 5 | Consumer Discretionary | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Trump Media & Technology Group
DJT
$2.58B
| – | – |
-268
|
|