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
551
$1.97K ﹤0.01%
25
552
$1.89K ﹤0.01%
79
-204
553
$1.86K ﹤0.01%
70
554
$1.82K ﹤0.01%
37
555
$1.81K ﹤0.01%
84
556
$1.79K ﹤0.01%
18
557
$1.79K ﹤0.01%
62
558
$1.76K ﹤0.01%
29
559
$1.73K ﹤0.01%
72
560
$1.64K ﹤0.01%
55
561
$1.63K ﹤0.01%
23
562
$1.63K ﹤0.01%
90
563
$1.6K ﹤0.01%
33
564
$1.41K ﹤0.01%
43
565
$1.38K ﹤0.01%
14
566
$1.3K ﹤0.01%
38
567
$1.29K ﹤0.01%
66
568
$1.22K ﹤0.01%
15
569
$858 ﹤0.01%
25
570
$783 ﹤0.01%
27
571
$648 ﹤0.01%
33
572
$637 ﹤0.01%
60
573
$448 ﹤0.01%
25
574
$360 ﹤0.01%
12
575
$271 ﹤0.01%
4
21 22
23
24 25