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
$218M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.11M
3
+$673K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$358K

Top Sells

1
+$389K
2
+$349K
3
+$215K
4
DIS icon
Walt Disney
DIS
+$214K
5
PANW icon
Palo Alto Networks
PANW
+$211K

Sector Composition

1 Technology 16.38%
2 Financials 11.09%
3 Healthcare 8%
4 Consumer Staples 6.44%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$407 ﹤0.01%
14
477
$331 ﹤0.01%
4
478
$44 ﹤0.01%
1
479
– –
-633
480
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-764
481
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-1,163
482
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-544
483
– –
-12,687
484
– –
-75
485
– –
-2,572
486
– –
-10,000
487
– –
-136
488
– –
-408
489
– –
-36
16 17 18 19
20