FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$629K
3
+$541K
4
AMZN icon
Amazon
AMZN
+$450K
5
BTI icon
British American Tobacco
BTI
+$335K

Top Sells

1
+$1.31M
2
+$584K
3
+$312K
4
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$282K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$276K

Sector Composition

1 Technology 21.52%
2 Financials 8.39%
3 Consumer Discretionary 4.98%
4 Healthcare 4.65%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.08%
2,792
-24
227
$279K 0.08%
6,681
-1,566
228
$277K 0.08%
932
-18
229
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+1
230
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11,947
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231
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232
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3,557
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233
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-10
234
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235
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236
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237
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238
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239
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240
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241
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246
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880
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248
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11,142
250
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