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
301
$99K 0.04%
1,557
302
$97K 0.04%
3,544
-315
303
$95K 0.04%
2,052
304
$95K 0.04%
1,380
+40
305
$95K 0.04%
819
+1
306
$94K 0.04%
1,883
-558
307
$94K 0.04%
800
308
$92K 0.04%
1,160
309
$92K 0.04%
629
310
$87K 0.04%
539
-110
311
$87K 0.04%
477
-208
312
$85K 0.03%
2,720
+23
313
$85K 0.03%
1,581
-1,581
314
$84K 0.03%
744
+172
315
$83K 0.03%
4,389
+3
316
$82K 0.03%
881
+3
317
$81K 0.03%
1,050
+573
318
$81K 0.03%
4,901
+1,367
319
$80K 0.03%
1,118
-650
320
$77K 0.03%
3,028
+474
321
$77K 0.03%
997
-154
322
$76K 0.03%
3,181
-20
323
$74K 0.03%
936
324
$73K 0.03%
851
-170
325
$72K 0.03%
2,403
+1,733
11 12
13
14 15