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
$364M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$982K
3
+$777K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$668K

Top Sells

1
+$803K
2
+$755K
3
+$690K
4
HTGC icon
Hercules Capital
HTGC
+$564K
5
NVDA icon
NVIDIA
NVDA
+$355K

Sector Composition

1 Technology 22.51%
2 Financials 9.09%
3 Consumer Discretionary 5.69%
4 Industrials 4.48%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.7K ﹤0.01%
38
-33
477
$10.6K ﹤0.01%
98
478
$10.6K ﹤0.01%
101
-100
479
$10.4K ﹤0.01%
63
480
$10.3K ﹤0.01%
188
481
$9.97K ﹤0.01%
184
482
$9.86K ﹤0.01%
147
483
$9.8K ﹤0.01%
530
484
$9.68K ﹤0.01%
220
-750
485
$9.63K ﹤0.01%
1,040
486
$9.36K ﹤0.01%
81
487
$9.31K ﹤0.01%
138
488
$9.28K ﹤0.01%
192
489
$9.27K ﹤0.01%
229
490
$8.93K ﹤0.01%
95
491
$8.76K ﹤0.01%
171
+78
492
$8.7K ﹤0.01%
59
493
$8.24K ﹤0.01%
107
494
$8.2K ﹤0.01%
174
495
$8.15K ﹤0.01%
81
496
$8.07K ﹤0.01%
300
-82
497
$7.79K ﹤0.01%
400
498
$7.46K ﹤0.01%
96
+1
499
$7.45K ﹤0.01%
73
500
$7.32K ﹤0.01%
216
+1
18 19
20
21 22