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
26
$2.9M 0.81%
24,778
+118
27
$2.69M 0.75%
14,176
-11
28
$2.66M 0.74%
5,771
+179
29
$2.59M 0.72%
21,310
-358
30
$2.49M 0.69%
16,912
-76
31
$2.42M 0.67%
47,345
+369
32
$2.22M 0.62%
3,856
+61
33
$2.2M 0.61%
53,503
34
$2.09M 0.58%
57,275
-1,125
35
$2.04M 0.57%
5,046
-192
36
$2.02M 0.56%
28,788
+484
37
$1.9M 0.53%
9,189
+152
38
$1.9M 0.53%
86,261
-4,891
39
$1.89M 0.53%
10,909
-1,835
40
$1.88M 0.52%
22,188
+12
41
$1.78M 0.5%
5,380
+141
42
$1.77M 0.49%
46,674
+1,649
43
$1.77M 0.49%
112,387
+11,393
44
$1.75M 0.49%
7,916
+68
45
$1.72M 0.48%
15,158
-1,723
46
$1.67M 0.47%
1,886
-240
47
$1.57M 0.44%
7,941
+101
48
$1.55M 0.43%
19,772
-2,419
49
$1.54M 0.43%
30,698
+13,838
50
$1.53M 0.43%
2,670
-66
1
2
3 4 5