FFA
Florida Financial Advisors Portfolio holdings
AUM
$302M
1-Year Est. Return
21.04%
1 Year Est. Return
+21.04%
AUM
$302M
AUM Growth
+$48M
(+19%)
Holding
282
Top Buys
| 1 | +$1.67M | |
| 2 | +$1.62M | |
| 3 | +$1.6M | |
| 4 |
NiSource
NI
|
+$1.22M |
| 5 |
Broadcom
AVGO
|
+$1.17M |
Top Sells
| 1 | +$1.79M | |
| 2 | +$1.24M | |
| 3 | +$1.18M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.09M |
| 5 |
Apple
AAPL
|
+$806K |
Sector Composition
| 1 | Technology | 15.26% |
| 2 | Financials | 7.42% |
| 3 | Communication Services | 5.56% |
| 4 | Consumer Discretionary | 4.68% |
| 5 | Consumer Staples | 3.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
PayPal
PYPL
$66.7B
| – | – |
-3,746
|
|
||
277
First Trust Rising Dividend Achievers ETF
RDVY
$17.2B
| – | – |
-4,006
|
|
||
278
Invesco S&P 500 Revenue ETF
RWL
$7.07B
| – | – |
-2,934
|
|
||
279
TPG
TPG
$8.34B
| – | – |
-5,252
|
|
||
280
Targa Resources
TRGP
$33.1B
| – | – |
-1,394
|
|
||
281
United Therapeutics
UTHR
$18.9B
| – | – |
-1,260
|
|
||
282
Vertiv
VRT
$71.1B
| – | – |
-5,256
|
|