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
51
$1.56M 0.43%
20,036
+264
52
$1.5M 0.41%
15,089
-69
53
$1.49M 0.41%
29,119
+2,119
54
$1.4M 0.39%
7,368
-34
55
$1.4M 0.38%
23,636
-160
56
$1.39M 0.38%
31,685
+207
57
$1.39M 0.38%
2,714
-88
58
$1.37M 0.38%
8,980
+26
59
$1.31M 0.36%
17,304
+41
60
$1.31M 0.36%
7,501
+3,762
61
$1.3M 0.36%
25,845
-4,853
62
$1.29M 0.36%
20,767
+225
63
$1.27M 0.35%
5,462
+11
64
$1.26M 0.35%
136,611
-1,577
65
$1.23M 0.34%
44,978
-1,147
66
$1.22M 0.33%
1,577
-309
67
$1.22M 0.33%
5,063
-53
68
$1.19M 0.33%
4,261
-4
69
$1.18M 0.32%
10,206
+55
70
$1.18M 0.32%
27,151
-110
71
$1.16M 0.32%
52,790
+2,140
72
$1.16M 0.32%
6,836
-148
73
$1.15M 0.32%
9,569
-931
74
$1.09M 0.3%
22,617
-1,277
75
$1.09M 0.3%
3,002
-34
1 2
3
4 5