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
476
$13K ﹤0.01%
354
477
$12.9K ﹤0.01%
826
478
$12.7K ﹤0.01%
200
+2
479
$12.6K ﹤0.01%
142
+1
480
$12.5K ﹤0.01%
115
-100
481
$12.3K ﹤0.01%
275
482
$12.3K ﹤0.01%
+500
483
$11.8K ﹤0.01%
220
-391
484
$11.8K ﹤0.01%
+355
485
$11.6K ﹤0.01%
200
486
$11.3K ﹤0.01%
184
487
$11.1K ﹤0.01%
188
488
$11.1K ﹤0.01%
39
+16
489
$10.8K ﹤0.01%
98
490
$10.6K ﹤0.01%
63
491
$10.5K ﹤0.01%
147
492
$10.1K ﹤0.01%
1,040
493
$10.1K ﹤0.01%
229
494
$10K ﹤0.01%
530
495
$9.69K ﹤0.01%
81
496
$9.49K ﹤0.01%
138
497
$9.42K ﹤0.01%
192
+1
498
$8.41K ﹤0.01%
174
499
$8.26K ﹤0.01%
400
500
$8.18K ﹤0.01%
353
+22
18 19
20
21 22