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
26
$1.94M 0.78%
16,557
-150
27
$1.9M 0.77%
4,583
+605
28
$1.83M 0.74%
8,788
-123
29
$1.76M 0.71%
30,120
-656
30
$1.68M 0.68%
14,374
-178
31
$1.67M 0.67%
32,076
+166
32
$1.61M 0.65%
29,105
+2,132
33
$1.61M 0.65%
27,202
+543
34
$1.57M 0.63%
3,945
+5
35
$1.55M 0.62%
6,859
-11
36
$1.52M 0.61%
8,777
+694
37
$1.49M 0.6%
5,555
+193
38
$1.48M 0.6%
24,194
-243
39
$1.46M 0.59%
6,291
-193
40
$1.46M 0.59%
6,793
+641
41
$1.45M 0.58%
28,068
-533
42
$1.42M 0.57%
11,963
+17
43
$1.4M 0.56%
4,674
+320
44
$1.39M 0.56%
23,501
-696
45
$1.38M 0.56%
2,752
+2,051
46
$1.38M 0.55%
17,941
+331
47
$1.33M 0.53%
20,934
-1,123
48
$1.32M 0.53%
29,769
-93
49
$1.3M 0.52%
5,994
+1,189
50
$1.28M 0.51%
15,906
+369
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2
3 4 5