FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
1-Year Return
17.59%
This Quarter Return
-14.32%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$197M
AUM Growth
-$27.8M
(-12%)
Cap. Flow
+$3.23M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
26.31%
Holding
550
New
110
Increased
164
Reduced
151
Closed
50
Top Buys
| 1 |
Tesla
TSLA
|
$2.35M |
| 2 |
NVIDIA
NVDA
|
$2.13M |
| 3 |
Costco
COST
|
$1.55M |
| 4 |
Invesco Total Return Bond ETF
GTO
|
$1.35M |
| 5 |
Realty Income
O
|
$1.21M |
Top Sells
| 1 |
Apple
AAPL
|
$3.7M |
| 2 |
Duke Energy
DUK
|
$2.43M |
| 3 |
Philip Morris
PM
|
$1.83M |
| 4 |
Altria Group
MO
|
$1.65M |
| 5 |
AT&T
T
|
$1.63M |
Sector Composition
| 1 | Technology | 17.77% |
| 2 | Financials | 11.05% |
| 3 | Consumer Discretionary | 7.99% |
| 4 | Healthcare | 7.02% |
| 5 | Consumer Staples | 5.39% |
