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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
176
$373K 0.12%
3,904
+517
177
$364K 0.11%
1,931
-356
178
$357K 0.11%
1,447
-355
179
$353K 0.11%
10,348
+3,427
180
$352K 0.11%
1,399
-199
181
$348K 0.11%
2,597
-307
182
$339K 0.1%
+4,809
183
$338K 0.1%
+8,783
184
$337K 0.1%
1,419
-559
185
$335K 0.1%
+1,426
186
$332K 0.1%
3,313
-5,301
187
$332K 0.1%
+12,155
188
$327K 0.1%
4,943
+4
189
$326K 0.1%
2,485
-1,329
190
$325K 0.1%
679
-138
191
$324K 0.1%
766
-63
192
$323K 0.1%
+7,353
193
$321K 0.1%
1,136
-237
194
$306K 0.09%
2,091
-526
195
$306K 0.09%
+7,290
196
$306K 0.09%
668
+65
197
$305K 0.09%
3,605
+323
198
$303K 0.09%
1,507
-545
199
$298K 0.09%
+1,147
200
$298K 0.09%
1,257
-264
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8
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