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
351
$35K 0.02%
1,243
+493
352
$33K 0.02%
566
353
$32K 0.02%
1,201
354
$32K 0.02%
249
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355
$32K 0.02%
177
356
$31K 0.01%
298
357
$31K 0.01%
497
-80
358
$30K 0.01%
481
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359
$29K 0.01%
823
360
$29K 0.01%
256
361
$29K 0.01%
413
362
$29K 0.01%
476
363
$28K 0.01%
310
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364
$27K 0.01%
233
365
$27K 0.01%
+592
366
$27K 0.01%
189
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367
$25K 0.01%
+474
368
$24K 0.01%
549
+16
369
$22K 0.01%
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370
$21K 0.01%
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371
$21K 0.01%
837
372
$21K 0.01%
583
373
$20K 0.01%
670
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374
$20K 0.01%
400
375
$20K 0.01%
794
13 14
15
16 17