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
551
$2.83K ﹤0.01%
70
-116
552
$2.76K ﹤0.01%
40
553
$2.76K ﹤0.01%
+34
554
$2.63K ﹤0.01%
102
+74
555
$2.62K ﹤0.01%
+57
556
$2.61K ﹤0.01%
108
557
$2.59K ﹤0.01%
39
558
$2.57K ﹤0.01%
26
559
$2.43K ﹤0.01%
+58
560
$2.04K ﹤0.01%
+70
561
$2.02K ﹤0.01%
25
562
$1.97K ﹤0.01%
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563
$1.96K ﹤0.01%
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564
$1.93K ﹤0.01%
37
565
$1.91K ﹤0.01%
72
-200
566
$1.89K ﹤0.01%
84
567
$1.82K ﹤0.01%
62
568
$1.82K ﹤0.01%
55
569
$1.8K ﹤0.01%
23
570
$1.76K ﹤0.01%
33
571
$1.67K ﹤0.01%
90
572
$1.57K ﹤0.01%
14
573
$1.45K ﹤0.01%
+38
574
$1.45K ﹤0.01%
43
575
$1.4K ﹤0.01%
+66
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