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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
51
$1.52M 0.47%
24,117
-7,110
52
$1.49M 0.46%
9,607
+4,208
53
$1.49M 0.46%
6,490
+1,895
54
$1.48M 0.46%
+25,683
55
$1.47M 0.45%
+10,246
56
$1.44M 0.44%
20,900
+6,429
57
$1.42M 0.44%
32,846
+2,482
58
$1.4M 0.43%
4,641
+1,408
59
$1.39M 0.43%
+15,216
60
$1.39M 0.43%
+16,468
61
$1.39M 0.43%
6,247
-652
62
$1.39M 0.43%
14,993
+5,536
63
$1.37M 0.42%
2,411
-523
64
$1.37M 0.42%
23,804
+2,506
65
$1.37M 0.42%
7,365
-740
66
$1.35M 0.42%
1,887
+668
67
$1.34M 0.41%
+11,810
68
$1.33M 0.41%
18,276
+11,856
69
$1.32M 0.41%
+106,793
70
$1.3M 0.4%
7,758
+1,967
71
$1.3M 0.4%
+9,376
72
$1.27M 0.39%
24,664
-5,747
73
$1.25M 0.39%
1,785
+585
74
$1.23M 0.38%
3,091
+843
75
$1.21M 0.37%
25,285
+9,728
1 2
3
4 5