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
$214M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$568K
3
+$532K
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$432K
5
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
+$361K

Top Sells

1
+$668K
2
+$547K
3
+$543K
4
AVGO icon
Broadcom
AVGO
+$486K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$477K

Sector Composition

1 Technology 18.19%
2 Financials 11.72%
3 Consumer Discretionary 6.69%
4 Consumer Staples 6.47%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K 0.01%
103
377
$18K 0.01%
880
378
$18K 0.01%
653
379
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325
380
$17K 0.01%
220
381
$15K 0.01%
153
382
$13K 0.01%
354
383
$13K 0.01%
250
384
$13K 0.01%
200
385
$13K 0.01%
288
+173
386
$12K 0.01%
172
+1
387
$12K 0.01%
169
+33
388
$12K 0.01%
308
389
$12K 0.01%
500
390
$12K 0.01%
350
391
$12K 0.01%
1,040
392
$11K 0.01%
67
393
$11K 0.01%
+182
394
$11K 0.01%
74
395
$11K 0.01%
100
396
$11K 0.01%
403
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$10K ﹤0.01%
189
398
$10K ﹤0.01%
361
399
$10K ﹤0.01%
255
400
$10K ﹤0.01%
323
14 15
16
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