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
426
$10.6K ﹤0.01%
98
427
$10.6K ﹤0.01%
252
-13
428
$9.99K ﹤0.01%
195
+2
429
$9.91K ﹤0.01%
+100
430
$9.87K ﹤0.01%
188
431
$9.82K ﹤0.01%
63
-9
432
$9.75K ﹤0.01%
184
433
$9.45K ﹤0.01%
1,040
434
$9.32K ﹤0.01%
229
435
$9.2K ﹤0.01%
38
-50
436
$9.13K ﹤0.01%
283
+48
437
$9.09K ﹤0.01%
96
-109
438
$8.96K ﹤0.01%
182
+91
439
$8.73K ﹤0.01%
361
440
$8.45K ﹤0.01%
358
-225
441
$8.08K ﹤0.01%
126
442
$8.05K ﹤0.01%
400
-250
443
$7.88K ﹤0.01%
191
+1
444
$7.53K ﹤0.01%
236
-137
445
$7.48K ﹤0.01%
58
446
$7.42K ﹤0.01%
186
447
$7.35K ﹤0.01%
174
448
$7.23K ﹤0.01%
53
449
$6.87K ﹤0.01%
108
-69
450
$6.86K ﹤0.01%
331
-63
16 17
18
19 20