WEALTHTRUST FAIRPORT Overview

Wealthtrust Fairport Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 25 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 813MM in positions, representing 59% of the manager's regulatory AUM.

WEALTHTRUST FAIRPORT StockAlpha

-3.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEALTHTRUST FAIRPORT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VGK 10.54% ETF -2.05% -0.74% 0 4%
QAI 6.24% ETF -2.18% -0.28% 16 0%
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FEATURED IN
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WEALTHTRUST FAIRPORT Founders and Key Employees

Name Title In Position Since
Kenneth J. Coleman Managing Partner June-2010
Paul R. Abbey Chairman, Founding Partner June-2010
Heather R. Ettinger Managing Partner June-2010
Paul A. Zappala Chief Compliance Officer, Director Of Operations & Information Technology June-2010
J. T. Mullen Chief Investment Strategist March-2011

WEALTHTRUST FAIRPORT Brokers, Custodians, Auditors and Administrators

Type Company

WEALTHTRUST FAIRPORT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We use several methods of investment analysis and investment strategies to provide services to our clients. Our methods of investment analysis include charting which is the use of financial charts and graphs; fundamental analysis which is the analysis of a company’s financial statements, its management, competitive advantages, markets, etc.; technical analysis which is the analysis of a company by studying past market data such as price and volume; and cyclical analysis which involves the buying and selling of investments when certain financial ratios are low or high.

Our investment strategies include long term purchases (securities generally held for at least a year) and short term purchases (securities generally held for less than a year).

The securities we use in our investment strategies and investment advice include equity securities such as exchange listed securities , securities traded over...
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WEALTHTRUST FAIRPORT Portfolio Concentration

WEALTHTRUST FAIRPORT Location

1350 EUCLID AVENUE
SUITE 400
CLEVELAND, Ohio
UNITED STATES, 44115-1833

WEALTHTRUST FAIRPORT Contact Information

Phone Number: 216-431-3000
Fax Number: 216-431-4057
Website:

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