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
276
$211K 0.06%
+507
277
$211K 0.06%
1,069
+210
278
$210K 0.06%
+1,075
279
$207K 0.06%
+2,342
280
$207K 0.06%
1,455
-128
281
$206K 0.06%
+112
282
$204K 0.06%
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-247
283
$204K 0.06%
3,726
-99
284
$203K 0.06%
2,298
+303
285
$202K 0.06%
10,229
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286
$201K 0.06%
+2,720
287
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2,195
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288
$195K 0.05%
10,432
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289
$191K 0.05%
1,774
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290
$190K 0.05%
15,839
+4,346
291
$188K 0.05%
1,560
292
$182K 0.05%
6,944
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293
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+5,417
294
$181K 0.05%
2,866
-58
295
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12,753
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296
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2,076
-57
297
$168K 0.05%
728
+1
298
$167K 0.05%
2,092
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299
$164K 0.05%
3,950
300
$161K 0.04%
2,262
+5
10 11
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