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
126
$437K 0.18%
4,529
+2,342
127
$436K 0.18%
2,089
-6
128
$435K 0.18%
4,204
+1,136
129
$434K 0.17%
+2,693
130
$433K 0.17%
2,496
131
$424K 0.17%
4,564
+135
132
$423K 0.17%
3,572
-1
133
$417K 0.17%
7,476
+414
134
$415K 0.17%
4,339
-410
135
$414K 0.17%
1,166
-52
136
$413K 0.17%
3,684
137
$408K 0.16%
+1,450
138
$406K 0.16%
3,500
-350
139
$404K 0.16%
25,460
+422
140
$402K 0.16%
5,590
-2,890
141
$401K 0.16%
917
142
$397K 0.16%
1,038
+18
143
$394K 0.16%
9,155
+87
144
$392K 0.16%
1,605
+550
145
$390K 0.16%
1,581
146
$390K 0.16%
2,340
+461
147
$389K 0.16%
9,950
+1,665
148
$389K 0.16%
7,971
+1
149
$384K 0.15%
6,912
-147
150
$381K 0.15%
1,687
4 5
6
7 8