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
$359M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$631K
3
+$549K
4
AMZN icon
Amazon
AMZN
+$460K
5
BTI icon
British American Tobacco
BTI
+$343K

Top Sells

1
+$1.37M
2
+$594K
3
+$318K
4
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$282K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$280K

Sector Composition

1 Technology 21.52%
2 Financials 8.39%
3 Consumer Discretionary 4.98%
4 Healthcare 4.65%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$44.7K 0.01%
1,248
-36
402
$44.1K 0.01%
+527
403
$44.1K 0.01%
531
404
$43.4K 0.01%
450
405
$42.8K 0.01%
1,041
406
$42.2K 0.01%
504
-23
407
$42.1K 0.01%
2,532
+28
408
$41.6K 0.01%
1,750
409
$41K 0.01%
294
410
$40.7K 0.01%
166
+10
411
$39.9K 0.01%
+659
412
$38.1K 0.01%
780
413
$38K 0.01%
1,389
-579
414
$37.2K 0.01%
+562
415
$35.1K 0.01%
358
-68
416
$34.2K 0.01%
477
+1
417
$32.5K 0.01%
477
-133
418
$31.9K 0.01%
367
419
$31.7K 0.01%
1,476
+9
420
$31.6K 0.01%
421
421
$31.5K 0.01%
599
422
$31.3K 0.01%
566
423
$31.1K 0.01%
2,518
+29
424
$30.3K 0.01%
531
425
$30.1K 0.01%
256
15 16
17
18 19