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
301
$156K 0.04%
2,803
+12
302
$155K 0.04%
2,844
+13
303
$154K 0.04%
558
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304
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2,075
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305
$151K 0.04%
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306
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13,370
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307
$141K 0.04%
1,364
308
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309
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310
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311
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8,144
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312
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313
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489
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314
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315
$125K 0.03%
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316
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318
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320
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771
321
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$109K 0.03%
536
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1,380
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324
$108K 0.03%
3,054
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325
$107K 0.03%
2,120
-272
11 12
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14 15