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
526
$4.31K ﹤0.01%
48
527
$4.21K ﹤0.01%
64
528
$3.85K ﹤0.01%
110
529
$3.84K ﹤0.01%
162
530
$3.54K ﹤0.01%
61
531
$3.44K ﹤0.01%
119
+1
532
$3.44K ﹤0.01%
130
+2
533
$3.34K ﹤0.01%
144
534
$3.27K ﹤0.01%
125
535
$3.15K ﹤0.01%
113
536
$3.1K ﹤0.01%
48
537
$3.05K ﹤0.01%
48
538
$2.87K ﹤0.01%
49
539
$2.85K ﹤0.01%
96
540
$2.76K ﹤0.01%
95
541
$2.67K ﹤0.01%
70
542
$2.64K ﹤0.01%
102
543
$2.64K ﹤0.01%
57
544
$2.56K ﹤0.01%
77
545
$2.54K ﹤0.01%
34
546
$2.54K ﹤0.01%
108
547
$2.52K ﹤0.01%
40
548
$2.4K ﹤0.01%
58
549
$2.37K ﹤0.01%
39
550
$2.34K ﹤0.01%
26
20 21
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