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
$258M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$629K
3
+$525K
4
NVDA icon
NVIDIA
NVDA
+$324K
5
MNST icon
Monster Beverage
MNST
+$291K

Top Sells

1
+$922K
2
+$438K
3
+$400K
4
AVGO icon
Broadcom
AVGO
+$384K
5
LRCX icon
Lam Research
LRCX
+$374K

Sector Composition

1 Technology 23.31%
2 Financials 10.38%
3 Healthcare 6.11%
4 Consumer Discretionary 5.94%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.42%
7,768
+6
52
$1.08M 0.42%
31,953
+1,018
53
$1.07M 0.42%
29,093
+1,101
54
$1.07M 0.42%
16,555
-624
55
$1.06M 0.41%
24,371
-275
56
$1.02M 0.4%
4,781
-14
57
$1.01M 0.39%
2,474
-51
58
$1.01M 0.39%
26,900
-3,216
59
$957K 0.37%
1,604
+32
60
$949K 0.37%
11,568
-595
61
$946K 0.37%
3,629
-62
62
$943K 0.37%
11,210
+293
63
$920K 0.36%
18,204
+138
64
$890K 0.35%
26,925
+575
65
$888K 0.34%
6,480
-498
66
$883K 0.34%
50,934
+1,438
67
$881K 0.34%
3,659
+132
68
$878K 0.34%
5,584
+173
69
$878K 0.34%
30,486
+666
70
$876K 0.34%
11,089
+260
71
$871K 0.34%
23,090
-1,813
72
$854K 0.33%
4,436
-94
73
$839K 0.33%
65,579
+914
74
$826K 0.32%
3,662
-5
75
$787K 0.31%
22,238
+357
1 2
3
4 5