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
251
$185K 0.07%
1,836
-12
252
$185K 0.07%
3,295
-461
253
$182K 0.07%
9,847
+1,490
254
$180K 0.07%
2,282
+9
255
$180K 0.07%
11,686
256
$172K 0.07%
11,434
+849
257
$172K 0.07%
2,755
258
$171K 0.07%
1,298
+17
259
$170K 0.07%
2,577
260
$167K 0.07%
1,996
261
$166K 0.07%
2,135
+2
262
$163K 0.07%
1,402
+16
263
$161K 0.06%
+10,316
264
$157K 0.06%
3,111
+667
265
$155K 0.06%
4,397
-79
266
$155K 0.06%
2,084
267
$154K 0.06%
2,065
268
$152K 0.06%
2,364
+267
269
$149K 0.06%
4,318
+67
270
$149K 0.06%
+1,755
271
$148K 0.06%
9,441
-2,787
272
$148K 0.06%
2,791
273
$144K 0.06%
1,979
-310
274
$143K 0.06%
1,772
-1,088
275
$142K 0.06%
783
+111
9 10
11
12 13