FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$928K
3
+$682K
4
AAPL icon
Apple
AAPL
+$556K
5
AVGO icon
Broadcom
AVGO
+$549K

Top Sells

1
+$794K
2
+$440K
3
+$371K
4
NWL icon
Newell Brands
NWL
+$267K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$265K

Sector Composition

1 Technology 21.45%
2 Financials 10.57%
3 Healthcare 7.08%
4 Consumer Discretionary 6.81%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
255
427
$11K ﹤0.01%
56
+1
428
$11K ﹤0.01%
405
+2
429
$10K ﹤0.01%
229
430
$10K ﹤0.01%
67
431
$10K ﹤0.01%
189
432
$10K ﹤0.01%
323
433
$10K ﹤0.01%
335
+15
434
$10K ﹤0.01%
92
435
$10K ﹤0.01%
229
436
$9K ﹤0.01%
168
437
$9K ﹤0.01%
147
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$9K ﹤0.01%
190
439
$9K ﹤0.01%
336
440
$8K ﹤0.01%
+200
441
$8K ﹤0.01%
95
442
$8K ﹤0.01%
348
443
$8K ﹤0.01%
164
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$7K ﹤0.01%
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$7K ﹤0.01%
23
446
$7K ﹤0.01%
181
447
$6K ﹤0.01%
119
448
$6K ﹤0.01%
26
449
$6K ﹤0.01%
272
450
$6K ﹤0.01%
31
16 17
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19 20