FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
This Quarter Return
+9.34%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+11%)
Cap. Flow
+$4.17M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
25.73%
Holding
489
New
13
Increased
165
Reduced
159
Closed
11
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$389K |
| 2 |
Meta Platforms (Facebook)
META
|
$349K |
| 3 |
Apple
AAPL
|
$215K |
| 4 |
Walt Disney
DIS
|
$214K |
| 5 |
Palo Alto Networks
PANW
|
$211K |
Sector Composition
| 1 | Technology | 16.38% |
| 2 | Financials | 11.09% |
| 3 | Healthcare | 8% |
| 4 | Consumer Staples | 6.44% |
| 5 | Consumer Discretionary | 5.47% |
