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
$87.5M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$22.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$87.5M 100%
95,775
-24,275