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
$249M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.03M
3
+$729K
4
AVGO icon
Broadcom
AVGO
+$649K
5
AAPL icon
Apple
AAPL
+$624K

Top Sells

1
+$794K
2
+$438K
3
+$384K
4
NWL icon
Newell Brands
NWL
+$267K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$265K

Sector Composition

1 Technology 21.45%
2 Financials 10.57%
3 Healthcare 7.08%
4 Consumer Discretionary 6.81%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K 0.01%
1,340
-200
377
$36K 0.01%
147
-17
378
$35K 0.01%
370
-799
379
$35K 0.01%
566
380
$34K 0.01%
249
381
$33K 0.01%
298
382
$33K 0.01%
476
383
$32K 0.01%
1,166
-35
384
$32K 0.01%
177
385
$30K 0.01%
310
386
$30K 0.01%
497
387
$29K 0.01%
256
388
$29K 0.01%
481
389
$28K 0.01%
597
+5
390
$28K 0.01%
190
+1
391
$27K 0.01%
233
392
$27K 0.01%
477
+3
393
$26K 0.01%
1,336
-800
394
$25K 0.01%
663
-160
395
$24K 0.01%
837
396
$24K 0.01%
549
397
$22K 0.01%
215
+62
398
$21K 0.01%
895
399
$21K 0.01%
104
+1
400
$20K 0.01%
325
14 15
16
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