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
$220M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$582K
3
+$582K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
NVDA icon
NVIDIA
NVDA
+$355K

Top Sells

1
+$807K
2
+$317K
3
+$191K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$160K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$148K

Sector Composition

1 Technology 18.96%
2 Financials 11.44%
3 Communication Services 6.71%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
229
427
$10K ﹤0.01%
136
-84
428
$10K ﹤0.01%
105
429
$9K ﹤0.01%
168
-4
430
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431
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190
432
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255
-125
433
$9K ﹤0.01%
336
-957
434
$9K ﹤0.01%
229
435
$8K ﹤0.01%
95
436
$8K ﹤0.01%
+348
437
$7K ﹤0.01%
143
-5
438
$7K ﹤0.01%
23
439
$7K ﹤0.01%
109
-31
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$6K ﹤0.01%
31
441
$5K ﹤0.01%
+49
442
$5K ﹤0.01%
72
443
$5K ﹤0.01%
26
444
$5K ﹤0.01%
61
445
$5K ﹤0.01%
+272
446
$5K ﹤0.01%
71
447
$5K ﹤0.01%
115
448
$5K ﹤0.01%
69
-530
449
$5K ﹤0.01%
20
450
$4K ﹤0.01%
55
16 17
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19 20