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
$220M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$582K
3
+$582K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
NVDA icon
NVIDIA
NVDA
+$355K

Top Sells

1
+$807K
2
+$317K
3
+$191K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$160K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$148K

Sector Composition

1 Technology 18.96%
2 Financials 11.44%
3 Communication Services 6.71%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$31K 0.01%
366
377
$30K 0.01%
603
+98
378
$29K 0.01%
823
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$29K 0.01%
256
380
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$28K 0.01%
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383
$27K 0.01%
233
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$26K 0.01%
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385
$24K 0.01%
533
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$22K 0.01%
895
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387
$22K 0.01%
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388
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393
$21K 0.01%
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$20K 0.01%
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$18K 0.01%
325
397
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880
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$18K 0.01%
653
399
$17K 0.01%
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400
$15K 0.01%
153
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14 15
16
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