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
351
$56K 0.02%
702
-81
352
$55K 0.02%
448
353
$54K 0.02%
+780
354
$51K 0.02%
575
355
$51K 0.02%
813
356
$50K 0.02%
178
357
$49K 0.02%
1,283
358
$49K 0.02%
954
359
$44K 0.02%
1,200
360
$43K 0.02%
1,400
+330
361
$43K 0.02%
693
362
$43K 0.02%
423
+1
363
$43K 0.02%
1,443
+200
364
$43K 0.02%
386
+20
365
$41K 0.02%
11,500
366
$41K 0.02%
+2,586
367
$41K 0.02%
294
368
$39K 0.02%
356
+149
369
$38K 0.02%
2,951
-632
370
$38K 0.02%
1,547
-250
371
$38K 0.02%
488
372
$38K 0.02%
616
-135
373
$37K 0.01%
271
374
$36K 0.01%
305
375
$36K 0.01%
+630
13 14
15
16 17