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
101
$524K 0.24%
7,982
102
$522K 0.24%
1,550
-9
103
$503K 0.23%
27,845
+148
104
$500K 0.23%
4,623
+22
105
$489K 0.22%
12,516
+1,319
106
$489K 0.22%
7,930
+95
107
$489K 0.22%
1,005
-57
108
$466K 0.21%
7,525
+4
109
$463K 0.21%
1,604
-20
110
$455K 0.21%
3,781
-2,897
111
$442K 0.2%
2,072
112
$439K 0.2%
1,492
-5
113
$439K 0.2%
2,655
+2
114
$437K 0.2%
7,667
+21
115
$436K 0.2%
3,967
-341
116
$434K 0.2%
9,596
+47
117
$433K 0.2%
5,238
+54
118
$430K 0.2%
941
-51
119
$428K 0.2%
9,829
-320
120
$412K 0.19%
1,229
+1
121
$405K 0.19%
4,949
-628
122
$404K 0.19%
8,725
123
$403K 0.19%
18,300
124
$401K 0.18%
8,597
-1
125
$395K 0.18%
5,482
+2
3 4
5
6 7