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
$249M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.03M
3
+$729K
4
AVGO icon
Broadcom
AVGO
+$649K
5
AAPL icon
Apple
AAPL
+$624K

Top Sells

1
+$794K
2
+$438K
3
+$384K
4
NWL icon
Newell Brands
NWL
+$267K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$265K

Sector Composition

1 Technology 21.45%
2 Financials 10.57%
3 Healthcare 7.08%
4 Consumer Discretionary 6.81%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$776K 0.31%
15,201
-50
77
$769K 0.31%
5,461
-101
78
$768K 0.31%
4,202
+3
79
$761K 0.31%
3,780
+300
80
$758K 0.31%
2,590
-4
81
$741K 0.3%
4,440
+31
82
$733K 0.29%
800
+51
83
$727K 0.29%
4,940
-32
84
$719K 0.29%
8,078
-656
85
$699K 0.28%
11,678
-57
86
$685K 0.28%
2,136
-20
87
$653K 0.26%
2,364
+35
88
$649K 0.26%
24,368
-1,729
89
$643K 0.26%
3,109
-23
90
$643K 0.26%
1,473
+3
91
$639K 0.26%
3,870
-100
92
$639K 0.26%
35,642
+4,774
93
$638K 0.26%
3,384
+344
94
$628K 0.25%
30,179
+791
95
$620K 0.25%
17,711
+2,754
96
$610K 0.25%
3,531
+482
97
$603K 0.24%
+5,335
98
$581K 0.23%
26,169
+1,380
99
$573K 0.23%
9,492
-338
100
$569K 0.23%
2,584
-43
2 3
4
5 6