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
101
$551K 0.21%
9,597
+249
102
$546K 0.21%
1,240
+42
103
$529K 0.21%
20,835
-3,288
104
$525K 0.2%
+7,474
105
$524K 0.2%
4,970
+151
106
$523K 0.2%
4,503
+467
107
$516K 0.2%
4,623
+25
108
$510K 0.2%
1,126
+2
109
$501K 0.19%
7,540
+4
110
$468K 0.18%
6,654
-216
111
$463K 0.18%
12,860
-1,381
112
$462K 0.18%
1,136
-440
113
$458K 0.18%
2,444
+270
114
$452K 0.18%
2,461
115
$452K 0.18%
83,623
+51,110
116
$448K 0.17%
11,358
+1,274
117
$445K 0.17%
37,687
-11,498
118
$444K 0.17%
4,362
-403
119
$438K 0.17%
2,348
+72
120
$438K 0.17%
11,823
-909
121
$436K 0.17%
5,614
-25
122
$434K 0.17%
6,597
-379
123
$433K 0.17%
1,761
+64
124
$432K 0.17%
4,607
-89
125
$430K 0.17%
12,389
-29
3 4
5
6 7