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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
1
$15.4M 4.76%
25,175
-5,581
2
$13.5M 4.18%
22,505
+897
3
$11.6M 3.58%
95,929
-8,964
4
$8.66M 2.68%
16,717
-1,666
5
$8.03M 2.48%
56,950
-14,192
6
$7.75M 2.4%
31,766
-2,114
7
$7.53M 2.33%
40,351
-3,997
8
$7.44M 2.3%
22,546
+6,174
9
$7.08M 2.19%
10,629
-1,968
10
$7.04M 2.18%
37,757
-4,413
11
$5.99M 1.85%
8,159
+3,080
12
$5.57M 1.72%
191,380
-15,051
13
$4.9M 1.51%
19,249
-5,122
14
$4.54M 1.4%
18,663
-63
15
$4.32M 1.33%
13,682
+2,579
16
$3.78M 1.17%
31,540
+7,640
17
$3.73M 1.15%
13,257
+9,183
18
$3.68M 1.14%
13,438
-1,865
19
$3.62M 1.12%
35,098
+9,267
20
$3.61M 1.12%
19,807
+6,627
21
$3.16M 0.98%
115,607
-9,153
22
$3.04M 0.94%
4,235
+564
23
$2.95M 0.91%
13,449
-60
24
$2.58M 0.8%
91,285
+26,349
25
$2.4M 0.74%
21,654
+7,075
1
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