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
26
$2.2M 0.85%
22,014
+189
27
$2.06M 0.8%
21,947
-741
28
$1.9M 0.74%
9,079
+22
29
$1.87M 0.73%
5,242
+132
30
$1.87M 0.72%
17,134
-351
31
$1.7M 0.66%
11,592
-766
32
$1.49M 0.58%
5,715
+268
33
$1.48M 0.57%
4,992
-34
34
$1.41M 0.55%
23,152
+243
35
$1.4M 0.54%
3,967
+94
36
$1.39M 0.54%
14,501
-66
37
$1.37M 0.53%
8,037
-74
38
$1.35M 0.52%
12,171
-2,323
39
$1.32M 0.51%
22,456
-592
40
$1.29M 0.5%
8,749
-15
41
$1.28M 0.5%
2,683
-54
42
$1.25M 0.48%
7,309
+407
43
$1.23M 0.48%
3,548
-69
44
$1.2M 0.46%
2,057
-687
45
$1.19M 0.46%
70,746
-5,400
46
$1.18M 0.46%
7,197
+1,141
47
$1.16M 0.45%
24,612
-3,183
48
$1.16M 0.45%
8,161
+819
49
$1.12M 0.43%
2,129
-158
50
$1.12M 0.43%
11,075
+168
1
2
3 4 5