FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
1-Year Return
17.59%
This Quarter Return
+7.09%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$254M
AUM Growth
+$53.8M
(+27%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
17.41%
Top 10 Holdings %
Top 10 Hldgs %
28.78%
Holding
520
New
65
Increased
266
Reduced
57
Closed
12
Top Buys
| 1 |
Apple
AAPL
|
$5.24M |
| 2 |
NVIDIA
NVDA
|
$3.53M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.56M |
| 4 |
Microsoft
MSFT
|
$2.18M |
| 5 |
Honeywell
HON
|
$1.48M |
Top Sells
Sector Composition
| 1 | Technology | 22.64% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 6.97% |
| 4 | Consumer Discretionary | 6.35% |
| 5 | Consumer Staples | 5.6% |
