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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
$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
26
$2.39M 0.74%
6,727
-23
27
$2.32M 0.72%
22,224
-44,724
28
$2.28M 0.7%
9,225
-10
29
$2.19M 0.68%
4,929
-5,706
30
$2.12M 0.65%
6,488
+2,122
31
$2.09M 0.64%
37,717
-56,768
32
$2.08M 0.64%
17,592
+409
33
$2.07M 0.64%
17,105
+7,472
34
$2.06M 0.64%
47,164
+10,234
35
$2.01M 0.62%
12,392
+2,989
36
$1.96M 0.61%
24,415
+1,880
37
$1.94M 0.6%
24,252
+9,042
38
$1.93M 0.6%
3,831
-4,594
39
$1.85M 0.57%
2,324
+570
40
$1.78M 0.55%
6,043
+1,326
41
$1.77M 0.55%
4,368
-214
42
$1.77M 0.55%
12,854
+2,756
43
$1.64M 0.51%
+55,011
44
$1.63M 0.5%
4,774
-304
45
$1.57M 0.48%
+9,989
46
$1.55M 0.48%
+5,681
47
$1.53M 0.47%
61,989
+29,007
48
$1.53M 0.47%
4,660
+1,267
49
$1.53M 0.47%
22,713
+7,086
50
$1.52M 0.47%
7,767
+2,326
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