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
526
$5.21K ﹤0.01%
194
527
$5.2K ﹤0.01%
50
528
$5.06K ﹤0.01%
100
-24
529
$4.87K ﹤0.01%
+1,410
530
$4.79K ﹤0.01%
150
-12
531
$4.75K ﹤0.01%
110
532
$4.67K ﹤0.01%
125
533
$4.5K ﹤0.01%
64
+1
534
$4.41K ﹤0.01%
220
535
$4.37K ﹤0.01%
48
+1
536
$4.37K ﹤0.01%
+93
537
$4.02K ﹤0.01%
125
538
$3.88K ﹤0.01%
+162
539
$3.69K ﹤0.01%
+61
540
$3.63K ﹤0.01%
125
541
$3.62K ﹤0.01%
48
542
$3.5K ﹤0.01%
128
543
$3.45K ﹤0.01%
49
544
$3.44K ﹤0.01%
+118
545
$3.41K ﹤0.01%
48
546
$3.28K ﹤0.01%
113
547
$3.26K ﹤0.01%
+144
548
$3.07K ﹤0.01%
+95
549
$2.88K ﹤0.01%
77
+63
550
$2.86K ﹤0.01%
+96
20 21
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