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
451
$6K ﹤0.01%
109
452
$6K ﹤0.01%
160
453
$5K ﹤0.01%
51
454
$5K ﹤0.01%
72
455
$5K ﹤0.01%
61
456
$5K ﹤0.01%
71
457
$5K ﹤0.01%
20
458
$4K ﹤0.01%
138
459
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34
460
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61
461
$3K ﹤0.01%
43
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40
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$3K ﹤0.01%
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$3K ﹤0.01%
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466
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18
467
$3K ﹤0.01%
48
468
$2K ﹤0.01%
47
+1
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$2K ﹤0.01%
33
470
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90
471
$2K ﹤0.01%
50
472
$2K ﹤0.01%
23
473
$2K ﹤0.01%
+37
474
$1K ﹤0.01%
25
475
$1K ﹤0.01%
16
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