FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$629K
3
+$525K
4
NVDA icon
NVIDIA
NVDA
+$324K
5
MNST icon
Monster Beverage
MNST
+$291K

Top Sells

1
+$922K
2
+$438K
3
+$400K
4
AVGO icon
Broadcom
AVGO
+$384K
5
LRCX icon
Lam Research
LRCX
+$374K

Sector Composition

1 Technology 23.31%
2 Financials 10.38%
3 Healthcare 6.11%
4 Consumer Discretionary 5.94%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.09%
720
227
$223K 0.09%
2,710
+116
228
$221K 0.09%
5,196
-748
229
$217K 0.08%
+1,935
230
$212K 0.08%
+2,666
231
$212K 0.08%
917
-116
232
$211K 0.08%
3,438
+9
233
$210K 0.08%
2,113
-235
234
$209K 0.08%
3,629
-862
235
$208K 0.08%
+1,810
236
$207K 0.08%
9,451
+2,326
237
$206K 0.08%
8,022
+99
238
$205K 0.08%
+1,543
239
$205K 0.08%
+3,734
240
$203K 0.08%
+1,069
241
$201K 0.08%
+1,833
242
$201K 0.08%
+1,050
243
$200K 0.08%
+9,642
244
$198K 0.08%
3,684
+9
245
$196K 0.08%
3,318
+233
246
$195K 0.08%
1,237
-772
247
$188K 0.07%
16,562
-3,875
248
$185K 0.07%
10,025
+32
249
$182K 0.07%
+4,206
250
$179K 0.07%
5,177
+48
8 9
10
11 12