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
$258M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$629K
3
+$525K
4
NVDA icon
NVIDIA
NVDA
+$324K
5
MNST icon
Monster Beverage
MNST
+$291K

Top Sells

1
+$922K
2
+$438K
3
+$400K
4
AVGO icon
Broadcom
AVGO
+$384K
5
LRCX icon
Lam Research
LRCX
+$374K

Sector Composition

1 Technology 23.31%
2 Financials 10.38%
3 Healthcare 6.11%
4 Consumer Discretionary 5.94%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$781K 0.3%
15,547
+2,078
77
$767K 0.3%
14,595
-1,278
78
$749K 0.29%
1,714
-4
79
$740K 0.29%
4,133
-17
80
$739K 0.29%
8,180
-40
81
$726K 0.28%
1,100
+109
82
$696K 0.27%
8,575
+1,000
83
$695K 0.27%
2,414
+4
84
$685K 0.27%
14,564
-1,378
85
$666K 0.26%
9,512
-663
86
$662K 0.26%
15,104
-2,184
87
$655K 0.25%
2,106
-32
88
$639K 0.25%
4,272
-177
89
$632K 0.25%
13,553
+910
90
$630K 0.24%
8,977
+100
91
$629K 0.24%
+2,160
92
$619K 0.24%
2,491
+70
93
$610K 0.24%
27,418
+71
94
$601K 0.23%
43,527
+714
95
$590K 0.23%
2,735
+87
96
$589K 0.23%
1,992
-381
97
$583K 0.23%
12,165
98
$566K 0.22%
57,699
+20,919
99
$563K 0.22%
17,947
-92
100
$561K 0.22%
2,196
-600
2 3
4
5 6