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
401
$20K 0.01%
400
402
$20K 0.01%
583
403
$20K 0.01%
794
404
$19K 0.01%
+570
405
$18K 0.01%
880
406
$18K 0.01%
653
407
$17K 0.01%
246
-167
408
$16K 0.01%
220
409
$15K 0.01%
+152
410
$15K 0.01%
+57
411
$14K 0.01%
200
412
$13K 0.01%
173
+1
413
$13K 0.01%
354
414
$13K 0.01%
250
415
$13K 0.01%
292
+4
416
$12K ﹤0.01%
308
417
$12K ﹤0.01%
74
418
$12K ﹤0.01%
350
419
$12K ﹤0.01%
100
420
$12K ﹤0.01%
1,040
421
$11K ﹤0.01%
170
+1
422
$11K ﹤0.01%
183
+1
423
$11K ﹤0.01%
500
424
$11K ﹤0.01%
+105
425
$11K ﹤0.01%
361
15 16
17
18 19