FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.11M
3
+$673K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$358K

Top Sells

1
+$389K
2
+$349K
3
+$215K
4
DIS icon
Walt Disney
DIS
+$214K
5
PANW icon
Palo Alto Networks
PANW
+$211K

Sector Composition

1 Technology 16.38%
2 Financials 11.09%
3 Healthcare 8%
4 Consumer Staples 6.44%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.49%
6,974
+5
52
$1.05M 0.48%
7,043
+32
53
$1.04M 0.48%
31,306
+213
54
$1.03M 0.47%
11,097
-38
55
$1.03M 0.47%
28,251
-240
56
$994K 0.46%
10,255
-324
57
$971K 0.45%
11,181
-2,462
58
$971K 0.45%
5,585
-576
59
$964K 0.44%
2,636
+251
60
$953K 0.44%
11,743
-816
61
$943K 0.43%
15,379
-42
62
$919K 0.42%
5,004
-510
63
$898K 0.41%
6,372
-1,082
64
$868K 0.4%
18,220
-920
65
$865K 0.4%
3,511
-300
66
$864K 0.4%
5,691
+162
67
$856K 0.39%
9,011
+28
68
$784K 0.36%
3,272
+88
69
$783K 0.36%
22,403
-1,203
70
$758K 0.35%
16,032
-2,784
71
$727K 0.33%
3,818
-592
72
$713K 0.33%
43,856
+1,735
73
$712K 0.33%
44,768
-7,848
74
$693K 0.32%
7,809
-240
75
$668K 0.31%
10,535
+41
1 2
3
4 5