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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
151
$484K 0.15%
2,476
-330
152
$483K 0.15%
2,101
-680
153
$470K 0.15%
736
-106
154
$464K 0.14%
1,905
-2,012
155
$464K 0.14%
1,823
+13
156
$463K 0.14%
3,178
-166
157
$462K 0.14%
3,958
+589
158
$454K 0.14%
1,523
-46
159
$449K 0.14%
1,609
+305
160
$447K 0.14%
4,327
-832
161
$443K 0.14%
2,336
-567
162
$442K 0.14%
4,507
+708
163
$434K 0.13%
+17,791
164
$432K 0.13%
1,469
-134
165
$429K 0.13%
2,651
-53
166
$415K 0.13%
1,925
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167
$405K 0.13%
3,533
-102
168
$398K 0.12%
1,251
-103
169
$389K 0.12%
3,655
-2,963
170
$387K 0.12%
7,702
+1,110
171
$382K 0.12%
4,400
+613
172
$377K 0.12%
3,712
+142
173
$376K 0.12%
7,002
-2,999
174
$374K 0.12%
+1,547
175
$374K 0.12%
3,018
-2,306
5 6
7
8 9