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
$214M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$568K
3
+$532K
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$432K
5
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
+$361K

Top Sells

1
+$668K
2
+$547K
3
+$543K
4
AVGO icon
Broadcom
AVGO
+$486K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$477K

Sector Composition

1 Technology 18.19%
2 Financials 11.72%
3 Consumer Discretionary 6.69%
4 Consumer Staples 6.47%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$55K 0.03%
526
-26
327
$54K 0.03%
1,060
328
$51K 0.02%
813
329
$51K 0.02%
448
330
$50K 0.02%
575
331
$50K 0.02%
178
332
$49K 0.02%
3,583
+5
333
$46K 0.02%
751
334
$45K 0.02%
1,540
335
$45K 0.02%
1,283
+435
336
$45K 0.02%
+1,797
337
$44K 0.02%
422
-1,507
338
$44K 0.02%
954
339
$42K 0.02%
2,136
340
$42K 0.02%
11,500
341
$40K 0.02%
1,200
342
$39K 0.02%
693
343
$38K 0.02%
1,070
+495
344
$38K 0.02%
294
345
$38K 0.02%
366
346
$38K 0.02%
271
347
$36K 0.02%
305
-45
348
$36K 0.02%
477
+50
349
$36K 0.02%
488
350
$36K 0.02%
164
12 13
14
15 16