FCA

Florence Capital Advisors Portfolio holdings

AUM $105M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.3M
AUM Growth
+$624K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$134K
3
+$51K
4
NVDA icon
NVIDIA
NVDA
+$29.1K

Top Sells

1
+$114K
2
+$36.4K
3
+$18.8K
4
INTC icon
Intel
INTC
+$7.21K
5
PFE icon
Pfizer
PFE
+$6.17K

Sector Composition

1 Financials 25.5%
2 Real Estate 24.19%
3 Technology 9.3%
4 Communication Services 7.46%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
200
77
$1K ﹤0.01%
100
78
$1K ﹤0.01%
102
79
– –
-75
80
– –
-15,550
81
– –
-24
82
– –
-16
1 2 3
4