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
251
$178K 0.07%
10,373
-20,156
252
$177K 0.07%
15,670
-327
253
$175K 0.07%
1,806
+2
254
$171K 0.07%
13,342
+131
255
$170K 0.07%
1,250
+3
256
$166K 0.06%
762
+2
257
$164K 0.06%
2,183
-12
258
$164K 0.06%
2,010
+179
259
$158K 0.06%
12,935
-1,221
260
$157K 0.06%
1,978
+717
261
$155K 0.06%
1,240
-322
262
$152K 0.06%
2,791
263
$149K 0.06%
859
264
$145K 0.06%
4,647
-2,194
265
$144K 0.06%
2,831
266
$144K 0.06%
750
+3
267
$144K 0.06%
2,764
+13
268
$142K 0.06%
1,661
269
$142K 0.06%
2,084
270
$139K 0.05%
2,331
+18
271
$139K 0.05%
5,738
+552
272
$139K 0.05%
1,290
+2
273
$135K 0.05%
436
-149
274
$130K 0.05%
2,065
275
$128K 0.05%
1,708
9 10
11
12 13