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
$364M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$982K
3
+$777K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$668K

Top Sells

1
+$803K
2
+$755K
3
+$690K
4
HTGC icon
Hercules Capital
HTGC
+$564K
5
NVDA icon
NVIDIA
NVDA
+$355K

Sector Composition

1 Technology 22.51%
2 Financials 9.09%
3 Consumer Discretionary 5.69%
4 Industrials 4.48%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$73.4K 0.02%
527
+1
352
$72.4K 0.02%
1,200
353
$72.3K 0.02%
950
354
$71.7K 0.02%
774
+3
355
$70.3K 0.02%
3,515
-806
356
$69.7K 0.02%
1,520
357
$68.9K 0.02%
2,147
-410
358
$68.6K 0.02%
755
+2
359
$68.4K 0.02%
310
-6
360
$68K 0.02%
545
+1
361
$66.9K 0.02%
1,475
-33
362
$66.6K 0.02%
1,182
363
$66.6K 0.02%
1,141
+1
364
$63.7K 0.02%
1,058
+9
365
$63.5K 0.02%
533
+41
366
$61.7K 0.02%
2,224
367
$61.2K 0.02%
1,204
+2
368
$60K 0.02%
1,150
+16
369
$59.8K 0.02%
760
+8
370
$59.1K 0.02%
487
+4
371
$58.2K 0.02%
1,263
+11
372
$57.4K 0.02%
1,001
+9
373
$57.3K 0.02%
2,382
+22
374
$56.7K 0.02%
341
+2
375
$55.4K 0.02%
1,325
+23
13 14
15
16 17