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
276
$128K 0.05%
+1,860
277
$127K 0.05%
1,348
-132
278
$121K 0.05%
24,732
-1,329
279
$121K 0.05%
1,668
+1
280
$121K 0.05%
675
+12
281
$121K 0.05%
2,336
282
$118K 0.05%
3,338
+105
283
$118K 0.05%
10,698
+83
284
$115K 0.04%
18,334
+2,881
285
$114K 0.04%
4,969
-448
286
$112K 0.04%
1,061
-20
287
$110K 0.04%
2,000
288
$105K 0.04%
1,760
289
$98.7K 0.04%
2,114
290
$97.4K 0.04%
898
291
$96.9K 0.04%
3,304
-5
292
$95.9K 0.04%
1,514
+76
293
$95.7K 0.04%
532
294
$95.4K 0.04%
1,382
295
$94.1K 0.04%
1,160
296
$93.3K 0.04%
1,588
+21
297
$92.4K 0.04%
10,522
-360
298
$92K 0.04%
933
-9,346
299
$90.8K 0.04%
3,244
+577
300
$90.8K 0.04%
771
10 11
12
13 14