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
$359M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$631K
3
+$549K
4
AMZN icon
Amazon
AMZN
+$460K
5
BTI icon
British American Tobacco
BTI
+$343K

Top Sells

1
+$1.37M
2
+$594K
3
+$318K
4
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$282K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$280K

Sector Composition

1 Technology 21.52%
2 Financials 8.39%
3 Consumer Discretionary 4.98%
4 Healthcare 4.65%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$80.7K 0.02%
1,533
+3
352
$80.7K 0.02%
832
353
$80K 0.02%
950
354
$79.1K 0.02%
2,557
-740
355
$78.3K 0.02%
709
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356
$78.2K 0.02%
358
357
$78.1K 0.02%
239
+1
358
$77.4K 0.02%
+975
359
$75.2K 0.02%
569
+2
360
$73.6K 0.02%
771
+3
361
$73.3K 0.02%
437
362
$71.2K 0.02%
+1,508
363
$70.8K 0.02%
1,520
+25
364
$69.9K 0.02%
316
+94
365
$69.4K 0.02%
526
366
$69.3K 0.02%
753
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$69.1K 0.02%
1,049
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368
$67.9K 0.02%
1,200
-650
369
$67.5K 0.02%
1,140
+1
370
$67.2K 0.02%
544
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371
$64.9K 0.02%
+1,182
372
$64.9K 0.02%
1,134
-88
373
$61.3K 0.02%
1,202
+2
374
$61.1K 0.02%
2,224
-63
375
$60.4K 0.02%
752
+6
13 14
15
16 17