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
326
$72K 0.03%
890
+1
327
$71K 0.03%
255
-10
328
$71K 0.03%
2,170
-298
329
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795
330
$70K 0.03%
808
331
$70K 0.03%
2,731
332
$69K 0.03%
1,358
-20
333
$69K 0.03%
996
-96
334
$67K 0.03%
649
335
$67K 0.03%
2,555
+373
336
$67K 0.03%
611
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337
$67K 0.03%
739
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338
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339
$64K 0.03%
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340
$63K 0.03%
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341
$62K 0.02%
992
342
$62K 0.02%
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343
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$61K 0.02%
795
345
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526
346
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1,245
+18
347
$60K 0.02%
551
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348
$59K 0.02%
1,474
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349
$59K 0.02%
779
350
$58K 0.02%
259
12 13
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