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
101
$563K 0.23%
10,765
+611
102
$562K 0.23%
1,596
+27
103
$561K 0.23%
2,461
104
$555K 0.22%
5,246
-225
105
$546K 0.22%
+2,487
106
$545K 0.22%
6,428
+3
107
$544K 0.22%
6,028
+4
108
$540K 0.22%
950
-22
109
$515K 0.21%
13,069
+250
110
$509K 0.2%
33,684
+471
111
$495K 0.2%
4,411
+497
112
$494K 0.2%
8,735
-50
113
$492K 0.2%
2,610
+327
114
$486K 0.2%
5,853
-3
115
$484K 0.19%
7,758
+574
116
$480K 0.19%
5,507
+140
117
$475K 0.19%
7,186
+286
118
$472K 0.19%
+5,800
119
$470K 0.19%
7,996
120
$468K 0.19%
1,021
+3
121
$455K 0.18%
2,547
+1
122
$454K 0.18%
980
-9
123
$441K 0.18%
935
+28
124
$438K 0.18%
1,738
-297
125
$437K 0.18%
11,622
+89
3 4
5
6 7