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
301
$89.7K 0.03%
1,165
-45
302
$89.1K 0.03%
3,809
+130
303
$88.5K 0.03%
1,056
304
$87.1K 0.03%
2,560
+1
305
$85.7K 0.03%
969
-334
306
$85.2K 0.03%
1,557
307
$81.4K 0.03%
343
308
$79.3K 0.03%
4,738
+436
309
$79.3K 0.03%
693
+2
310
$78.1K 0.03%
1,448
-79
311
$76.7K 0.03%
4,835
+1,510
312
$76K 0.03%
3,437
-197
313
$73.4K 0.03%
1,695
-89
314
$71.5K 0.03%
924
+8
315
$70.9K 0.03%
452
-5
316
$69.6K 0.03%
1,803
317
$68.3K 0.03%
358
+1
318
$65.9K 0.03%
567
319
$64.8K 0.03%
237
+2
320
$64.8K 0.03%
635
+6
321
$64.8K 0.03%
768
-11
322
$63.4K 0.02%
437
323
$62.3K 0.02%
2,570
+24
324
$61.5K 0.02%
1,204
+17
325
$59.6K 0.02%
752
11 12
13
14 15