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
51
$1.52M 0.42%
8,954
-7
52
$1.52M 0.42%
3,946
+90
53
$1.51M 0.42%
4,975
-5
54
$1.5M 0.42%
9,138
-46
55
$1.48M 0.41%
20,542
+412
56
$1.45M 0.4%
138,188
+21,064
57
$1.43M 0.4%
27,000
+1,232
58
$1.41M 0.39%
2,667
59
$1.37M 0.38%
2,802
-178
60
$1.33M 0.37%
16,425
+574
61
$1.31M 0.36%
10,500
+14
62
$1.3M 0.36%
46,125
+150
63
$1.27M 0.35%
25,378
-619
64
$1.27M 0.35%
23,796
-431
65
$1.25M 0.35%
31,478
-147
66
$1.24M 0.34%
7,402
-425
67
$1.23M 0.34%
5,451
+59
68
$1.23M 0.34%
10,151
+32
69
$1.22M 0.34%
6,984
+95
70
$1.21M 0.34%
5,116
-178
71
$1.2M 0.34%
7,720
-356
72
$1.19M 0.33%
3,036
-252
73
$1.17M 0.32%
27,261
-606
74
$1.16M 0.32%
17,263
+365
75
$1.13M 0.31%
9,492
+25
1 2
3
4 5