FFA
Florida Financial Advisors Portfolio holdings
AUM
$324M
1-Year Est. Return
28.57%
1 Year Est. Return
+28.57%
AUM
$324M
AUM Growth
+$22.1M
(+7.3%)
Holding
307
Top Buys
| 1 | +$2.58M | |
| 2 | +$2.26M | |
| 3 | +$2.04M | |
| 4 |
Rigetti Computing
RGTI
|
+$1.64M |
| 5 |
Cardinal Health
CAH
|
+$1.57M |
Top Sells
| 1 | +$4.67M | |
| 2 | +$3.42M | |
| 3 | +$3.14M | |
| 4 |
Tesla
TSLA
|
+$2.54M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.31M |
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 | |
|---|---|---|---|---|---|---|
301
Summit Therapeutics
SMMT
$12.7B
| – | – |
-15,921
|
|
||
302
S&P Global
SPGI
$149B
| – | – |
-498
|
|
||
303
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
| – | – |
-12,120
|
|
||
304
Invesco S&P 500 Low Volatility ETF
SPLV
$7.41B
| – | – |
-2,820
|
|
||
305
Williams Companies
WMB
$75.2B
| – | – |
-11,965
|
|
||
306
State Street Materials Select Sector SPDR ETF
XLB
$2.47B
| – | – |
-2,633
|
|
||
|
EXE
307
Expand Energy Corp
EXE
$28B
| – | – |
-1,964
|
|