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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
76
$1.21M 0.37%
3,641
+727
77
$1.21M 0.37%
1,963
+801
78
$1.21M 0.37%
22,385
-3,389
79
$1.2M 0.37%
+4,278
80
$1.18M 0.37%
27,928
+4,100
81
$1.17M 0.36%
5,955
+1,787
82
$1.12M 0.35%
+10,052
83
$1.08M 0.33%
12,787
+2,936
84
$1.06M 0.33%
11,884
-10,242
85
$1.04M 0.32%
16,606
-21,521
86
$1.04M 0.32%
1,121
-1,103
87
$1.02M 0.32%
17,423
+4,952
88
$1.02M 0.32%
4,269
+380
89
$984K 0.3%
11,735
-2,385
90
$979K 0.3%
4,782
-471
91
$962K 0.3%
6,825
+2,781
92
$952K 0.29%
8,437
-1,591
93
$931K 0.29%
20,832
+22
94
$926K 0.29%
6,006
+1,356
95
$915K 0.28%
5,357
+1,430
96
$915K 0.28%
8,089
+2,269
97
$911K 0.28%
10,909
+3,277
98
$888K 0.27%
4,829
-361
99
$882K 0.27%
4,212
+252
100
$878K 0.27%
+4,092
2 3
4
5 6