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
$359M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$631K
3
+$549K
4
AMZN icon
Amazon
AMZN
+$460K
5
BTI icon
British American Tobacco
BTI
+$343K

Top Sells

1
+$1.37M
2
+$594K
3
+$318K
4
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$282K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$280K

Sector Composition

1 Technology 21.52%
2 Financials 8.39%
3 Consumer Discretionary 4.98%
4 Healthcare 4.65%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20.1K 0.01%
335
452
$20K 0.01%
327
+200
453
$19.7K 0.01%
484
454
$19.1K 0.01%
400
455
$19K 0.01%
71
456
$18.5K 0.01%
390
+340
457
$17.9K 0.01%
690
-305
458
$17.9K 0.01%
455
459
$17.4K ﹤0.01%
505
-180
460
$16.9K ﹤0.01%
152
461
$16.5K ﹤0.01%
155
462
$16.1K ﹤0.01%
670
463
$15.8K ﹤0.01%
655
+2
464
$15.2K ﹤0.01%
382
465
$15K ﹤0.01%
345
+6
466
$14.9K ﹤0.01%
82
467
$14.7K ﹤0.01%
146
468
$14.3K ﹤0.01%
221
469
$14.3K ﹤0.01%
+242
470
$14K ﹤0.01%
906
471
$13.8K ﹤0.01%
157
472
$13.5K ﹤0.01%
105
473
$13.4K ﹤0.01%
55
474
$13K ﹤0.01%
286
+281
475
$13K ﹤0.01%
438
17 18
19
20 21