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
$214M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$568K
3
+$532K
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$432K
5
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
+$361K

Top Sells

1
+$668K
2
+$547K
3
+$543K
4
AVGO icon
Broadcom
AVGO
+$486K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$477K

Sector Composition

1 Technology 18.19%
2 Financials 11.72%
3 Consumer Discretionary 6.69%
4 Consumer Staples 6.47%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$103K 0.05%
1,809
-189
277
$102K 0.05%
1,908
+1
278
$100K 0.05%
672
+33
279
$100K 0.05%
800
280
$99K 0.05%
1,561
+1
281
$95K 0.04%
1,572
+350
282
$95K 0.04%
1,557
283
$93K 0.04%
1,160
284
$92K 0.04%
2,052
-24
285
$92K 0.04%
1,384
-214
286
$92K 0.04%
1,898
+488
287
$91K 0.04%
1,183
+269
288
$89K 0.04%
1,021
+1
289
$89K 0.04%
1,231
-15
290
$88K 0.04%
2,468
+373
291
$83K 0.04%
936
292
$83K 0.04%
4,386
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293
$83K 0.04%
629
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294
$83K 0.04%
878
+2
295
$83K 0.04%
818
-25
296
$82K 0.04%
2,697
+46
297
$81K 0.04%
1,940
+782
298
$81K 0.04%
1,340
+228
299
$79K 0.04%
1,151
-262
300
$77K 0.04%
3,201
10 11
12
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