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
401
$10K ﹤0.01%
275
402
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403
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404
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55
405
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407
+1
406
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407
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408
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799
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410
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411
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415
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$7K ﹤0.01%
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23
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181
+153
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$6K ﹤0.01%
109
422
$5K ﹤0.01%
72
423
$5K ﹤0.01%
26
424
$5K ﹤0.01%
61
425
$5K ﹤0.01%
272
15 16
17
18 19