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
$359M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$631K
3
+$549K
4
AMZN icon
Amazon
AMZN
+$460K
5
BTI icon
British American Tobacco
BTI
+$343K

Top Sells

1
+$1.37M
2
+$594K
3
+$318K
4
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$282K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$280K

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
251
$246K 0.07%
+304
252
$246K 0.07%
20,683
+3,964
253
$243K 0.07%
427
254
$241K 0.07%
1,834
+1
255
$239K 0.07%
2,660
-22
256
$238K 0.07%
1,995
+1
257
$235K 0.07%
779
+15
258
$235K 0.07%
1,011
259
$232K 0.06%
3,832
260
$231K 0.06%
2,167
-15
261
$227K 0.06%
2,996
-49
262
$227K 0.06%
3,619
+19
263
$226K 0.06%
+1,656
264
$226K 0.06%
9,896
+72
265
$226K 0.06%
812
266
$222K 0.06%
30,000
267
$222K 0.06%
40,741
+40
268
$221K 0.06%
1,294
269
$221K 0.06%
+2,456
270
$219K 0.06%
8,973
+105
271
$219K 0.06%
+12,602
272
$219K 0.06%
+5,102
273
$218K 0.06%
+853
274
$216K 0.06%
4,575
+206
275
$214K 0.06%
2,240
+375
9 10
11
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