FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
1-Year Return
17.59%
This Quarter Return
+10.59%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$249M
AUM Growth
+$34.7M
(+16%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
6.29%
Top 10 Holdings %
Top 10 Hldgs %
28.43%
Holding
493
New
36
Increased
195
Reduced
106
Closed
9
Top Buys
| 1 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
$1.99M |
| 2 |
UnitedHealth
UNH
|
$1.03M |
| 3 |
NVIDIA
NVDA
|
$729K |
| 4 |
Broadcom
AVGO
|
$649K |
| 5 |
Apple
AAPL
|
$624K |
Top Sells
| 1 |
Aptus Defined Risk ETF
DRSK
|
$794K |
| 2 |
AT&T
T
|
$438K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$384K |
| 4 |
Newell Brands
NWL
|
$267K |
| 5 |
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% |
