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
501
$8.12K ﹤0.01%
59
502
$8.12K ﹤0.01%
200
+4
503
$8.05K ﹤0.01%
95
504
$7.99K ﹤0.01%
107
505
$7.99K ﹤0.01%
81
506
$7.75K ﹤0.01%
53
507
$7.74K ﹤0.01%
215
508
$7.55K ﹤0.01%
283
-46
509
$7.28K ﹤0.01%
95
510
$7.22K ﹤0.01%
100
511
$7.12K ﹤0.01%
132
512
$7K ﹤0.01%
73
513
$6.92K ﹤0.01%
155
514
$6.81K ﹤0.01%
138
515
$6.79K ﹤0.01%
147
516
$6.77K ﹤0.01%
32
517
$6.64K ﹤0.01%
109
518
$6.31K ﹤0.01%
116
519
$6.18K ﹤0.01%
161
520
$5.97K ﹤0.01%
57
521
$5.63K ﹤0.01%
+244
522
$5.63K ﹤0.01%
139
+1
523
$5.61K ﹤0.01%
55
524
$5.56K ﹤0.01%
134
525
$5.25K ﹤0.01%
112
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