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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
101
$855K 0.26%
5,738
+794
102
$852K 0.26%
11,600
-644
103
$844K 0.26%
1,260
-57
104
$840K 0.26%
2,594
+436
105
$810K 0.25%
14,078
+314
106
$805K 0.25%
7,400
+2,509
107
$783K 0.24%
9,992
-1,988
108
$778K 0.24%
1,830
+622
109
$728K 0.22%
4,732
-504
110
$724K 0.22%
12,679
-1,160
111
$710K 0.22%
3,984
+1,263
112
$704K 0.22%
2,074
+619
113
$684K 0.21%
9,060
+2,470
114
$680K 0.21%
7,288
-4,392
115
$675K 0.21%
5,330
+1,677
116
$672K 0.21%
18,673
+7,497
117
$672K 0.21%
1,945
-205
118
$658K 0.2%
4,727
-2,726
119
$654K 0.2%
4,205
+888
120
$640K 0.2%
+6,025
121
$623K 0.19%
+14,827
122
$618K 0.19%
7,407
-9,893
123
$598K 0.18%
4,252
+205
124
$598K 0.18%
+7,515
125
$595K 0.18%
550
-94
3 4
5
6 7