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
476
$2.32K ﹤0.01%
26
477
$2.11K ﹤0.01%
25
-17
478
$1.74K ﹤0.01%
33
479
$1.66K ﹤0.01%
23
480
$1.63K ﹤0.01%
90
481
$1.54K ﹤0.01%
+55
482
$1.23K ﹤0.01%
20
483
$1.1K ﹤0.01%
15
484
$940 ﹤0.01%
161
485
$661 ﹤0.01%
28
486
$644 ﹤0.01%
33
487
$505 ﹤0.01%
25
488
$472 ﹤0.01%
14
489
$358 ﹤0.01%
12
-4
490
$324 ﹤0.01%
4
491
$50 ﹤0.01%
1
492
– –
-872
493
– –
-75
494
– –
-2,057
495
– –
-5,960
496
– –
-26
497
– –
-170
498
– –
-189
16 17 18 19
20