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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
$418M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.53M
3
+$2.77M
4
APH icon
Amphenol
APH
+$2.51M
5
SNDK
Sandisk
SNDK
+$2.44M

Top Sells

1
+$3.39M
2
+$2.91M
3
+$2.66M
4
META icon
Meta Platforms (Facebook)
META
+$2.15M
5
SNEX icon
StoneX
SNEX
+$1.73M

Sector Composition

1 Technology 20.38%
2 Industrials 7.94%
3 Communication Services 5.44%
4 Financials 5.21%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMO icon
26
Invesco S&P 500 Momentum ETF
SPMO
$19.4B
$3.28M 0.78%
29,242
+1,958
IWY icon
27
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$3.27M 0.78%
13,131
+208
CAH icon
28
Cardinal Health
CAH
$49.5B
$3.21M 0.77%
15,203
+2,643
GLD icon
29
SPDR Gold Trust
GLD
$140B
$3.12M 0.75%
7,251
-52
LBRT icon
30
Liberty Energy
LBRT
$4.56B
$3.08M 0.74%
106,820
+27
ORCL icon
31
Oracle
ORCL
$589B
$3.08M 0.74%
20,903
+4,200
SPYV icon
32
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$34.9B
$3.01M 0.72%
53,282
+10,705
NEM icon
33
Newmont
NEM
$105B
$3.01M 0.72%
27,815
+6,309
LITE icon
34
Lumentum
LITE
$63.6B
$2.93M 0.7%
4,175
-1,267
SMH icon
35
VanEck Semiconductor ETF
SMH
$66.6B
$2.89M 0.69%
7,528
+265
LRCX icon
36
Lam Research
LRCX
$404B
$2.85M 0.68%
13,331
+1,955
META icon
37
Meta Platforms (Facebook)
META
$1.5T
$2.84M 0.68%
4,967
-3,348
MGV icon
38
Vanguard Mega Cap Value ETF
MGV
$12.6B
$2.82M 0.68%
19,485
+3,278
GS icon
39
Goldman Sachs
GS
$303B
$2.8M 0.67%
3,308
+584
SNDK
40
Sandisk
SNDK
$246B
$2.75M 0.66%
+4,323
APH icon
41
Amphenol
APH
$187B
$2.68M 0.64%
21,222
+17,852
TPR icon
42
Tapestry
TPR
$29.7B
$2.62M 0.63%
18,571
+3,585
CIEN icon
43
Ciena
CIEN
$61.3B
$2.62M 0.63%
6,749
+1,271
AMD icon
44
Advanced Micro Devices
AMD
$759B
$2.54M 0.61%
12,477
+2,322
TTMI icon
45
TTM Technologies
TTMI
$18B
$2.46M 0.59%
25,231
-7,798
IAU icon
46
iShares Gold Trust
IAU
$66.3B
$2.45M 0.59%
27,748
+17,557
AUGO
47
Aura Minerals Inc
AUGO
$4.73B
$2.41M 0.58%
+29,486
RKLB icon
48
Rocket Lab Corp
RKLB
$67.2B
$2.4M 0.58%
37,429
+5,617
XLU icon
49
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$2.32M 0.55%
50,533
+4,698
SLV icon
50
iShares Silver Trust
SLV
$31.6B
$2.3M 0.55%
33,782
-9,277
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