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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
$418M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.53M
3
+$2.77M
4
APH icon
Amphenol
APH
+$2.51M
5
SNDK
Sandisk
SNDK
+$2.44M

Top Sells

1
+$3.39M
2
+$2.91M
3
+$2.66M
4
META icon
Meta Platforms (Facebook)
META
+$2.15M
5
SNEX icon
StoneX
SNEX
+$1.73M

Sector Composition

1 Technology 20.38%
2 Industrials 7.94%
3 Communication Services 5.44%
4 Financials 5.21%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
201
Abbott
ABT
$159B
$389K 0.09%
3,790
+528
ADBE icon
202
Adobe
ADBE
$96.2B
$388K 0.09%
1,597
-19
DIVB icon
203
iShares Core Dividend ETF
DIVB
$1.48B
$387K 0.09%
7,172
+796
QCOM icon
204
Qualcomm
QCOM
$217B
$385K 0.09%
2,989
+191
ISRG icon
205
Intuitive Surgical
ISRG
$151B
$378K 0.09%
821
+96
VLO icon
206
Valero Energy
VLO
$75.4B
$378K 0.09%
+1,528
T icon
207
AT&T
T
$158B
$378K 0.09%
13,034
+619
TJX icon
208
TJX Companies
TJX
$182B
$374K 0.09%
2,338
+133
MPC icon
209
Marathon Petroleum
MPC
$75.4B
$372K 0.09%
+1,522
LOW icon
210
Lowe's Companies
LOW
$122B
$367K 0.09%
1,551
+86
VRT icon
211
Vertiv
VRT
$111B
$366K 0.09%
+1,462
RDVY icon
212
First Trust Rising Dividend Achievers ETF
RDVY
$22.8B
$365K 0.09%
5,340
+1,204
SCHF icon
213
Schwab International Equity ETF
SCHF
$64.6B
$364K 0.09%
14,701
+3,949
CGMU icon
214
Capital Group Municipal Income ETF
CGMU
$6.16B
$363K 0.09%
13,380
+740
UBER icon
215
Uber
UBER
$143B
$355K 0.08%
4,933
-165
IBM icon
216
IBM
IBM
$261B
$353K 0.08%
1,453
+360
PHM icon
217
Pultegroup
PHM
$23.4B
$349K 0.08%
2,962
+290
INTC icon
218
Intel
INTC
$542B
$348K 0.08%
7,877
+1,817
SPYM
219
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$347K 0.08%
+4,533
VOOV icon
220
Vanguard S&P 500 Value ETF
VOOV
$6.41B
$345K 0.08%
1,693
+169
VEA icon
221
Vanguard FTSE Developed Markets ETF
VEA
$225B
$345K 0.08%
+5,382
UTHR icon
222
United Therapeutics
UTHR
$23.5B
$343K 0.08%
578
+28
MSI icon
223
Motorola Solutions
MSI
$68.7B
$341K 0.08%
786
+60
AGG icon
224
iShares Core US Aggregate Bond ETF
AGG
$136B
$341K 0.08%
3,436
-732
LVHI icon
225
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.92B
$341K 0.08%
+8,406
7 8
9
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