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
426
$25.4K 0.01%
74
427
$24.8K 0.01%
492
428
$23.9K 0.01%
282
429
$23.7K 0.01%
709
-1,800
430
$23.6K 0.01%
1,230
431
$23.1K 0.01%
483
432
$22.8K 0.01%
500
433
$22.3K 0.01%
176
434
$22.2K 0.01%
332
-145
435
$21.4K 0.01%
1,082
+2
436
$21.4K 0.01%
324
437
$21.4K 0.01%
303
438
$20.9K 0.01%
400
439
$20.8K 0.01%
536
-75
440
$20.4K 0.01%
230
+2
441
$20.1K 0.01%
484
442
$19.6K 0.01%
189
-25
443
$19K 0.01%
175
-35
444
$18.9K 0.01%
325
445
$18.8K 0.01%
262
-159
446
$18.8K 0.01%
455
447
$18.1K 0.01%
327
448
$17.9K ﹤0.01%
335
449
$17.5K ﹤0.01%
690
450
$17.3K ﹤0.01%
505
16 17
18
19 20