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
451
$17.1K ﹤0.01%
+165
452
$16.2K ﹤0.01%
152
453
$16K ﹤0.01%
670
454
$15.6K ﹤0.01%
660
+5
455
$15.5K ﹤0.01%
54
+15
456
$15.3K ﹤0.01%
155
457
$15.3K ﹤0.01%
317
+217
458
$15.1K ﹤0.01%
157
459
$15.1K ﹤0.01%
353
+8
460
$14.5K ﹤0.01%
221
461
$14.1K ﹤0.01%
242
462
$13.7K ﹤0.01%
146
463
$13.5K ﹤0.01%
71
-11
464
$13.1K ﹤0.01%
105
465
$12.8K ﹤0.01%
142
466
$12.7K ﹤0.01%
354
467
$12.6K ﹤0.01%
906
468
$12.1K ﹤0.01%
115
469
$12.1K ﹤0.01%
500
470
$12.1K ﹤0.01%
438
471
$12K ﹤0.01%
275
472
$12K ﹤0.01%
826
473
$11.7K ﹤0.01%
355
474
$11.3K ﹤0.01%
220
475
$11.3K ﹤0.01%
200