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FFA

Florida Financial Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 41.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.53M
3
+$2.77M
4
APH icon
Amphenol
APH
+$2.51M
5
SNDK
Sandisk
SNDK
+$2.44M

Top Sells

1
+$3.39M
2
+$2.91M
3
+$2.66M
4
META icon
Meta Platforms (Facebook)
META
+$2.15M
5
SNEX icon
StoneX
SNEX
+$1.73M

Sector Composition

1 Technology 20.38%
2 Industrials 7.94%
3 Communication Services 5.44%
4 Financials 5.21%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMAR icon
251
Innovator US Equity Power Buffer ETF March
PMAR
$760M
$302K 0.07%
+6,766
VV icon
252
Vanguard Large-Cap ETF
VV
$51.7B
$300K 0.07%
1,005
GM icon
253
General Motors
GM
$75.5B
$300K 0.07%
4,027
+265
VWO icon
254
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$299K 0.07%
+5,525
IWO icon
255
iShares Russell 2000 Growth ETF
IWO
$14.3B
$298K 0.07%
951
+228
CI icon
256
Cigna
CI
$78B
$297K 0.07%
1,112
+312
EXE
257
Expand Energy Corp
EXE
$21.2B
$296K 0.07%
2,689
+530
ACWX icon
258
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$293K 0.07%
4,274
-262
MDT icon
259
Medtronic
MDT
$105B
$288K 0.07%
3,328
+465
IWM icon
260
iShares Russell 2000 ETF
IWM
$78.7B
$288K 0.07%
1,162
-37
WMB icon
261
Williams Companies
WMB
$87.6B
$287K 0.07%
+3,938
WM icon
262
Waste Management
WM
$88.8B
$286K 0.07%
1,244
-64
PAYC icon
263
Paycom
PAYC
$6.35B
$286K 0.07%
+2,351
HIG icon
264
Hartford Financial Services
HIG
$35.3B
$280K 0.07%
+2,073
ANF icon
265
Abercrombie & Fitch
ANF
$3.72B
$279K 0.07%
+3,053
WRB icon
266
W.R. Berkley
WRB
$25B
$277K 0.07%
4,183
+1,020
BKNG icon
267
Booking.com
BKNG
$127B
$277K 0.07%
1,650
-75
VOE icon
268
Vanguard Mid-Cap Value ETF
VOE
$22.8B
$273K 0.07%
+1,484
DTCR icon
269
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.22B
$269K 0.06%
+11,215
PANW icon
270
Palo Alto Networks
PANW
$212B
$265K 0.06%
1,655
+341
HUBB icon
271
Hubbell
HUBB
$25.7B
$264K 0.06%
+538
ADSK icon
272
Autodesk
ADSK
$47.3B
$262K 0.06%
1,094
-169
PFE icon
273
Pfizer
PFE
$146B
$259K 0.06%
9,207
-5,549
PWV icon
274
Invesco Large Cap Value ETF
PWV
$1.53B
$257K 0.06%
3,684
-92
CSL icon
275
Carlisle Companies
CSL
$14.1B
$256K 0.06%
+768
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