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
276
$140K 0.06%
4,464
-419
277
$137K 0.06%
1,536
+278
278
$137K 0.06%
1,652
+268
279
$135K 0.05%
10,047
+766
280
$133K 0.05%
2,831
281
$131K 0.05%
1,381
282
$129K 0.05%
12,687
283
$126K 0.05%
1,651
+7
284
$121K 0.05%
802
285
$120K 0.05%
1,429
+246
286
$117K 0.05%
1,897
+325
287
$112K 0.05%
1,072
+1
288
$111K 0.04%
951
289
$111K 0.04%
600
-496
290
$110K 0.04%
2,595
291
$106K 0.04%
1,176
292
$106K 0.04%
1,790
-788
293
$106K 0.04%
1,650
-159
294
$105K 0.04%
1,228
-3
295
$105K 0.04%
2,082
+184
296
$103K 0.04%
3,250
-340
297
$103K 0.04%
1,562
+1
298
$102K 0.04%
12,372
+86
299
$101K 0.04%
6,760
-2,463
300
$101K 0.04%
1,909
+1
10 11
12
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