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
401
$19.2K 0.01%
200
-142
402
$18.6K 0.01%
325
403
$18.5K 0.01%
394
-84
404
$18.2K 0.01%
335
405
$16.8K 0.01%
400
406
$16.1K 0.01%
+375
407
$16.1K 0.01%
244
-348
408
$15.8K 0.01%
653
409
$15.5K 0.01%
175
+2
410
$15.4K 0.01%
480
411
$15.2K 0.01%
163
+3
412
$14.8K 0.01%
57
413
$14.6K 0.01%
152
414
$13.2K 0.01%
139
-82
415
$13.1K 0.01%
906
416
$13K 0.01%
146
417
$12.9K 0.01%
883
-1,240
418
$12.7K ﹤0.01%
117
+1
419
$11.9K ﹤0.01%
157
420
$11.9K ﹤0.01%
276
-45
421
$11.8K ﹤0.01%
360
422
$11.8K ﹤0.01%
476
423
$11.8K ﹤0.01%
354
424
$11.5K ﹤0.01%
193
+1
425
$11.5K ﹤0.01%
105
15 16
17
18 19