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
$249M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.03M
3
+$729K
4
AVGO icon
Broadcom
AVGO
+$649K
5
AAPL icon
Apple
AAPL
+$624K

Top Sells

1
+$794K
2
+$438K
3
+$384K
4
NWL icon
Newell Brands
NWL
+$267K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$265K

Sector Composition

1 Technology 21.45%
2 Financials 10.57%
3 Healthcare 7.08%
4 Consumer Discretionary 6.81%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.5%
11,801
+387
52
$1.25M 0.5%
7,190
-168
53
$1.24M 0.5%
15,781
-788
54
$1.18M 0.48%
8,180
+1,660
55
$1.16M 0.47%
11,254
+305
56
$1.1M 0.44%
7,054
+6
57
$1.05M 0.42%
38,138
+1,365
58
$1.05M 0.42%
4,443
+394
59
$1.03M 0.41%
7,168
+1,795
60
$1.03M 0.41%
30,123
-100
61
$1.02M 0.41%
26,245
+1,689
62
$1.02M 0.41%
2,818
+1,106
63
$987K 0.4%
53,883
-3,691
64
$965K 0.39%
19,167
+10,083
65
$954K 0.38%
5,557
+14
66
$953K 0.38%
12,766
-435
67
$942K 0.38%
31,626
+1,663
68
$902K 0.36%
18,693
-846
69
$893K 0.36%
1,575
+184
70
$868K 0.35%
10,082
+1,018
71
$859K 0.35%
6,426
-258
72
$817K 0.33%
18,424
+5
73
$810K 0.33%
21,214
+4,955
74
$804K 0.32%
11,230
-808
75
$798K 0.32%
27,952
+1,422
1 2
3
4 5