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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
126
$593K 0.18%
12,081
-8,468
127
$588K 0.18%
6,425
-11,136
128
$579K 0.18%
6,525
-10,532
129
$578K 0.18%
3,470
-206
130
$566K 0.17%
2,807
-322
131
$564K 0.17%
6,141
-2,671
132
$556K 0.17%
2,858
-85
133
$555K 0.17%
726
-183
134
$553K 0.17%
5,868
-10,649
135
$543K 0.17%
8,180
-927
136
$529K 0.16%
1,738
-246
137
$523K 0.16%
3,958
+821
138
$522K 0.16%
7,179
-284
139
$518K 0.16%
2,608
-395
140
$518K 0.16%
1,467
+138
141
$517K 0.16%
5,783
+827
142
$515K 0.16%
2,743
+295
143
$506K 0.16%
7,398
-416
144
$506K 0.16%
6,613
+214
145
$501K 0.15%
2,165
-881
146
$496K 0.15%
3,702
-1,191
147
$493K 0.15%
1,427
-229
148
$492K 0.15%
2,631
-1,348
149
$489K 0.15%
5,235
+416
150
$489K 0.15%
15,316
+2,437
4 5
6
7 8