WFH

Wealthy Fountain Holdings Portfolio holdings

AUM $5.64M
1-Year Est. Return 40.38%
This Quarter Est. Return
1 Year Est. Return
-40.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$137M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$225M 100%
89,880
+54,630