FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.03M
3
+$729K
4
AVGO icon
Broadcom
AVGO
+$649K
5
AAPL icon
Apple
AAPL
+$624K

Top Sells

1
+$794K
2
+$438K
3
+$384K
4
NWL icon
Newell Brands
NWL
+$267K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$265K

Sector Composition

1 Technology 21.45%
2 Financials 10.57%
3 Healthcare 7.08%
4 Consumer Discretionary 6.81%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.09%
1,773
+676
227
$228K 0.09%
1,467
+3
228
$227K 0.09%
2,505
+58
229
$226K 0.09%
1,640
+170
230
$225K 0.09%
2,865
231
$223K 0.09%
1,941
+166
232
$220K 0.09%
1,833
233
$220K 0.09%
3,748
-546
234
$220K 0.09%
993
+2
235
$219K 0.09%
+737
236
$216K 0.09%
1,960
+360
237
$215K 0.09%
+7,950
238
$212K 0.09%
+8,169
239
$211K 0.08%
+546
240
$210K 0.08%
+1,512
241
$209K 0.08%
1,615
-100
242
$208K 0.08%
3,357
+39
243
$203K 0.08%
+2,956
244
$203K 0.08%
3,489
245
$200K 0.08%
1,871
-535
246
$198K 0.08%
2,014
+105
247
$198K 0.08%
+986
248
$190K 0.08%
11,382
+11
249
$189K 0.08%
1,206
250
$186K 0.07%
1,632
+4
8 9
10
11 12