We are live on ! Find out more
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
$324M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.29M
3
+$1.89M
4
CAH icon
Cardinal Health
CAH
+$1.54M
5
DASH icon
DoorDash
DASH
+$1.42M

Top Sells

1
+$4.45M
2
+$3.29M
3
+$3.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.23M
5
TSLA icon
Tesla
TSLA
+$1.98M

Sector Composition

1 Technology 17.86%
2 Communication Services 7.68%
3 Financials 7.15%
4 Consumer Discretionary 5.02%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$213K 0.07%
+787
252
$213K 0.07%
1,104
-269
253
$209K 0.06%
+2,054
254
$208K 0.06%
3,625
-2,533
255
$208K 0.06%
+3,850
256
$204K 0.06%
3,841
-6,147
257
$203K 0.06%
+6,601
258
$202K 0.06%
+4,788
259
$201K 0.06%
2,367
-1,674
260
$182K 0.06%
+10,712
261
$119K 0.04%
10,428
-7,291
262
$70.5K 0.02%
14,121
+3,566
263
– –
-3,632
264
– –
-6,954
265
– –
-8,776
266
– –
-573
267
– –
-4,875
268
– –
-4,604
269
– –
-3,621
270
– –
-953
271
– –
-5,538
272
– –
-841
273
– –
-8,834
274
– –
-3,053
275
– –
-31,075
9 10
11
12 13