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
351
$42.1K 0.02%
1,284
352
$42K 0.02%
358
-479
353
$41.8K 0.02%
2,463
+851
354
$41.5K 0.02%
884
355
$40.6K 0.02%
938
356
$40.4K 0.02%
319
+2
357
$40.1K 0.02%
525
358
$39.7K 0.02%
638
+2
359
$38.2K 0.01%
530
-253
360
$38.1K 0.01%
2,437
-12
361
$36.8K 0.01%
294
362
$36.6K 0.01%
428
+25
363
$34.2K 0.01%
1,661
+15
364
$34K 0.01%
298
365
$33.3K 0.01%
606
+12
366
$33.1K 0.01%
2,888
+43
367
$32.8K 0.01%
743
368
$32.6K 0.01%
437
369
$31.8K 0.01%
611
370
$30.9K 0.01%
420
371
$30.6K 0.01%
367
372
$30.6K 0.01%
389
373
$30.4K 0.01%
280
+2
374
$30.2K 0.01%
482
375
$30K 0.01%
648
13 14
15
16 17