FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$629K
3
+$525K
4
NVDA icon
NVIDIA
NVDA
+$324K
5
MNST icon
Monster Beverage
MNST
+$291K

Top Sells

1
+$922K
2
+$438K
3
+$400K
4
AVGO icon
Broadcom
AVGO
+$384K
5
LRCX icon
Lam Research
LRCX
+$374K

Sector Composition

1 Technology 23.31%
2 Financials 10.38%
3 Healthcare 6.11%
4 Consumer Discretionary 5.94%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$28.8K 0.01%
489
+2
377
$28.4K 0.01%
417
378
$28.4K 0.01%
1,133
+6
379
$28.3K 0.01%
1,249
380
$28.1K 0.01%
665
+14
381
$27.8K 0.01%
566
382
$27.5K 0.01%
167
383
$27.1K 0.01%
1,387
+280
384
$26.7K 0.01%
256
-100
385
$26.7K 0.01%
270
+4
386
$25.3K 0.01%
1,000
387
$24.9K 0.01%
492
388
$24.7K 0.01%
481
389
$24.5K 0.01%
1,326
390
$23.9K 0.01%
349
-72
391
$23.5K 0.01%
1,072
+3
392
$23.3K 0.01%
483
-471
393
$23.2K 0.01%
105
394
$21.8K 0.01%
214
395
$21.7K 0.01%
215
396
$21.6K 0.01%
517
+10
397
$21.1K 0.01%
540
+8
398
$21K 0.01%
303
399
$20.5K 0.01%
314
400
$20.2K 0.01%
196
-35
14 15
16
17 18