FFA
Florida Financial Advisors Portfolio holdings
AUM
$302M
1-Year Est. Return
21.04%
1 Year Est. Return
+21.04%
AUM
$254M
AUM Growth
+$29.7M
(+13%)
Holding
261
Top Buys
| 1 | +$2.39M | |
| 2 | +$2.19M | |
| 3 | +$1.69M | |
| 4 |
NVIDIA
NVDA
|
+$1.2M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$1.17M |
Top Sells
| 1 | +$1.17M | |
| 2 | +$1.12M | |
| 3 | +$1.04M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$902K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
iShares Russell 2000 ETF
IWM
$71.6B
| – | – |
-1,375
|
|
||
252
lululemon athletica
LULU
$21.1B
| – | – |
-743
|
|
||
253
Medpace
MEDP
$17B
| – | – |
-688
|
|
||
254
American Century Mid Cap Growth Impact ETF
MID
$13.8M
| – | – |
-3,918
|
|
||
255
Meritage Homes
MTH
$5.08B
| – | – |
-2,858
|
|
||
256
Insperity
NSP
$1.73B
| – | – |
-2,745
|
|
||
257
Option Care Health
OPCH
$4.53B
| – | – |
-9,105
|
|
||
258
Terex
TEX
$3.7B
| – | – |
-4,732
|
|
||
259
Vanguard Mid-Cap Value ETF
VOE
$19.2B
| – | – |
-1,379
|
|
||
|
X
260
DELISTED
US Steel
X
| – | – |
-9,588
|
|
||
261
Real Estate Select Sector SPDR Fund
XLRE
$7.95B
| – | – |
-6,847
|
|