FFA

Florida Financial Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.19M
3
+$1.69M
4
NVDA icon
NVIDIA
NVDA
+$1.2M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$1.17M

Top Sells

1
+$1.17M
2
+$1.12M
3
+$1.04M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$902K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$819K

Sector Composition

1 Technology 13.93%
2 Financials 7.74%
3 Communication Services 4.12%
4 Consumer Discretionary 4.02%
5 Consumer Staples 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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255
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258
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259
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260
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261
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