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
451
$6.85K ﹤0.01%
95
452
$6.64K ﹤0.01%
150
453
$6.57K ﹤0.01%
+186
454
$6.54K ﹤0.01%
220
455
$6.29K ﹤0.01%
147
456
$6.19K ﹤0.01%
107
457
$6.18K ﹤0.01%
154
458
$6.17K ﹤0.01%
64
459
$6.06K ﹤0.01%
32
460
$5.92K ﹤0.01%
139
+50
461
$5.8K ﹤0.01%
23
462
$5.72K ﹤0.01%
161
-330
463
$5.44K ﹤0.01%
72
464
$5.01K ﹤0.01%
61
465
$4.64K ﹤0.01%
130
-64
466
$4.39K ﹤0.01%
71
467
$4.39K ﹤0.01%
20
468
$4.32K ﹤0.01%
54
+1
469
$4.21K ﹤0.01%
125
470
$3.64K ﹤0.01%
57
+30
471
$3.6K ﹤0.01%
138
472
$3.58K ﹤0.01%
59
+30
473
$3.26K ﹤0.01%
100
474
$3.1K ﹤0.01%
48
475
$2.56K ﹤0.01%
30
16 17 18
19
20