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
$249M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.03M
3
+$729K
4
AVGO icon
Broadcom
AVGO
+$649K
5
AAPL icon
Apple
AAPL
+$624K

Top Sells

1
+$794K
2
+$438K
3
+$384K
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
451
$6K ﹤0.01%
109
452
$6K ﹤0.01%
160
453
$5K ﹤0.01%
72
454
$5K ﹤0.01%
61
455
$5K ﹤0.01%
71
456
$5K ﹤0.01%
20
457
$5K ﹤0.01%
51
458
$4K ﹤0.01%
138
459
$4K ﹤0.01%
34
460
$4K ﹤0.01%
61
461
$3K ﹤0.01%
43
462
$3K ﹤0.01%
40
463
$3K ﹤0.01%
100
464
$3K ﹤0.01%
120
465
$3K ﹤0.01%
126
466
$3K ﹤0.01%
18
467
$3K ﹤0.01%
48
468
$2K ﹤0.01%
47
+1
469
$2K ﹤0.01%
33
470
$2K ﹤0.01%
90
471
$2K ﹤0.01%
50
472
$2K ﹤0.01%
23
473
$2K ﹤0.01%
+37
474
$1K ﹤0.01%
48
475
$1K ﹤0.01%
48
-45
16 17 18
19
20