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
$214M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$568K
3
+$532K
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$432K
5
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
+$361K

Top Sells

1
+$668K
2
+$547K
3
+$543K
4
AVGO icon
Broadcom
AVGO
+$486K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$477K

Sector Composition

1 Technology 18.19%
2 Financials 11.72%
3 Consumer Discretionary 6.69%
4 Consumer Staples 6.47%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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477
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478
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479
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480
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481
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482
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483
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-1,755
484
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485
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486
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-5,455
487
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488
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0
489
– –
-7,956
490
– –
-1,985
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