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
$218M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.11M
3
+$673K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$358K

Top Sells

1
+$389K
2
+$349K
3
+$215K
4
DIS icon
Walt Disney
DIS
+$214K
5
PANW icon
Palo Alto Networks
PANW
+$211K

Sector Composition

1 Technology 16.38%
2 Financials 11.09%
3 Healthcare 8%
4 Consumer Staples 6.44%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$668K 0.31%
4,256
-93
77
$660K 0.3%
30,414
-702
78
$657K 0.3%
17,769
+2
79
$637K 0.29%
24,120
-2,294
80
$626K 0.29%
4,462
81
$624K 0.29%
1,776
+65
82
$614K 0.28%
4,936
-58
83
$608K 0.28%
2,282
+7
84
$602K 0.28%
26,403
+205
85
$594K 0.27%
3,787
+36
86
$593K 0.27%
28,136
+7,901
87
$591K 0.27%
16,890
-1,787
88
$586K 0.27%
13,940
-70
89
$582K 0.27%
30,997
-749
90
$580K 0.27%
2,737
-4
91
$563K 0.26%
8,699
-805
92
$552K 0.25%
5,028
-101
93
$543K 0.25%
3,647
94
$541K 0.25%
4,586
+14
95
$539K 0.25%
44,390
-3,653
96
$538K 0.25%
12,820
97
$532K 0.24%
750
-124
98
$530K 0.24%
7,367
+320
99
$529K 0.24%
10,612
+892
100
$525K 0.24%
2,949
+170
2 3
4
5 6