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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
201
$293K 0.09%
1,839
-231
202
$289K 0.09%
1,309
-101
203
$285K 0.09%
+1,265
204
$285K 0.09%
5,448
+222
205
$282K 0.09%
+1,485
206
$278K 0.09%
+4,134
207
$277K 0.09%
2,308
-2,152
208
$274K 0.08%
1,637
-101
209
$274K 0.08%
4,489
-1,921
210
$273K 0.08%
+3,673
211
$272K 0.08%
3,415
+194
212
$272K 0.08%
+6,883
213
$272K 0.08%
5,721
-17,601
214
$271K 0.08%
959
-397
215
$269K 0.08%
+5,168
216
$266K 0.08%
543
-139
217
$265K 0.08%
3,505
+194
218
$264K 0.08%
1,827
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219
$263K 0.08%
+1,318
220
$262K 0.08%
5,954
-2,183
221
$256K 0.08%
1,390
+25
222
$253K 0.08%
+2,283
223
$250K 0.08%
1,171
+59
224
$250K 0.08%
3,670
+2
225
$247K 0.08%
766
-1,121
7 8
9
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