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
$220M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$582K
3
+$582K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
NVDA icon
NVIDIA
NVDA
+$355K

Top Sells

1
+$807K
2
+$317K
3
+$191K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$160K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$148K

Sector Composition

1 Technology 18.96%
2 Financials 11.44%
3 Communication Services 6.71%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$46K 0.02%
954
352
$44K 0.02%
1,540
353
$44K 0.02%
1,734
354
$43K 0.02%
1,200
355
$42K 0.02%
350
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356
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2,136
357
$39K 0.02%
693
358
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294
359
$39K 0.02%
500
+300
360
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271
361
$37K 0.02%
2,176
-40
362
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363
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364
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365
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$33K 0.02%
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368
$33K 0.02%
427
369
$33K 0.02%
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370
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371
$32K 0.01%
390
372
$31K 0.01%
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373
$31K 0.01%
298
374
$31K 0.01%
413
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375
$31K 0.01%
340
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