FFA
Founders Financial Alliance Portfolio holdings
AUM
$555M
1-Year Est. Return
22.37%
This Fund
S&P 500
1 Year Est. Return
+22.37%
AUM
$555M
AUM Growth
+$25.1M
(+4.7%)
Holding
753
Top Buys
| 1 | +$4.45M | |
| 2 | +$1.7M | |
| 3 | +$877K | |
| 4 |
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
|
+$831K |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$790K |
Top Sells
| 1 | +$2.14M | |
| 2 | +$995K | |
| 3 | +$896K | |
| 4 |
Eaton Vance Floating-Rate ETF
EVLN
|
+$576K |
| 5 |
Constellation Energy
CEG
|
+$485K |
Sector Composition
| 1 | Technology | 17.77% |
| 2 | Financials | 8.58% |
| 3 | Consumer Discretionary | 4.84% |
| 4 | Industrials | 4.76% |
| 5 | Consumer Staples | 3.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
ServiceNow
NOW
$140B
| – | – |
-2,859
|
|
||
|
PHK
752
PIMCO High Income Fund
PHK
$848M
| – | – |
-73,759
|
|
||
753
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.88B
| – | – |
-27
|
|