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
$364M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$982K
3
+$777K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$668K

Top Sells

1
+$803K
2
+$755K
3
+$690K
4
HTGC icon
Hercules Capital
HTGC
+$564K
5
NVDA icon
NVIDIA
NVDA
+$355K

Sector Composition

1 Technology 22.51%
2 Financials 9.09%
3 Consumer Discretionary 5.69%
4 Industrials 4.48%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$40.5K 0.01%
659
402
$40.5K 0.01%
529
-750
403
$39.8K 0.01%
294
404
$39.1K 0.01%
562
405
$37.9K 0.01%
767
-142
406
$37.9K 0.01%
450
407
$37.1K 0.01%
1,389
408
$34.6K 0.01%
143
-23
409
$33.5K 0.01%
233
+1
410
$33.5K 0.01%
479
+2
411
$33.3K 0.01%
780
412
$33.1K 0.01%
358
413
$32.5K 0.01%
257
+1
414
$32K 0.01%
367
415
$32K 0.01%
599
416
$31.3K 0.01%
566
417
$29.7K 0.01%
1,242
-7
418
$29.5K 0.01%
1,486
+10
419
$29.4K 0.01%
2,549
+31
420
$28.8K 0.01%
300
421
$27.2K 0.01%
555
422
$27K 0.01%
537
423
$27K 0.01%
106
424
$26.7K 0.01%
530
+4
425
$25.8K 0.01%
1,394
15 16
17
18 19