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
326
$58.9K 0.02%
1,252
327
$58.6K 0.02%
1,457
+26
328
$58.5K 0.02%
1,115
329
$58.4K 0.02%
291
+75
330
$57.5K 0.02%
992
331
$55.9K 0.02%
2,638
-669
332
$54.8K 0.02%
526
333
$53.9K 0.02%
1,563
-149
334
$53.8K 0.02%
2,731
335
$53.6K 0.02%
339
336
$52.4K 0.02%
+1,000
337
$52K 0.02%
1,968
338
$51.7K 0.02%
499
339
$50.4K 0.02%
+1,050
340
$49.7K 0.02%
1,578
341
$47.1K 0.02%
638
+5
342
$46.6K 0.02%
1,020
343
$46.4K 0.02%
881
+14
344
$46.1K 0.02%
1,200
345
$45.8K 0.02%
583
+4
346
$43.7K 0.02%
693
347
$43.7K 0.02%
673
348
$43.5K 0.02%
496
-450
349
$42.5K 0.02%
1,750
350
$42.2K 0.02%
751
12 13
14
15 16