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
501
$7.28K ﹤0.01%
+242
502
$7.07K ﹤0.01%
101
+1
503
$7.04K ﹤0.01%
53
504
$7.01K ﹤0.01%
138
505
$6.53K ﹤0.01%
132
506
$6.51K ﹤0.01%
147
507
$6.5K ﹤0.01%
109
508
$6.3K ﹤0.01%
155
509
$6.11K ﹤0.01%
290
-63
510
$6.06K ﹤0.01%
116
511
$6.04K ﹤0.01%
32
512
$6.01K ﹤0.01%
+275
513
$5.98K ﹤0.01%
57
514
$5.63K ﹤0.01%
161
515
$5.63K ﹤0.01%
150
516
$5.53K ﹤0.01%
50
517
$5.41K ﹤0.01%
140
+1
518
$5.38K ﹤0.01%
244
519
$5.33K ﹤0.01%
55
520
$5.28K ﹤0.01%
165
+40
521
$5.16K ﹤0.01%
+108
522
$5.03K ﹤0.01%
195
+1
523
$4.97K ﹤0.01%
134
524
$4.43K ﹤0.01%
112
525
$4.4K ﹤0.01%
220
19 20
21
22 23