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
126
$427K 0.17%
4,627
-82
127
$423K 0.16%
3,906
-148
128
$423K 0.16%
1,029
-4
129
$421K 0.16%
519
+25
130
$421K 0.16%
25,250
+1,187
131
$420K 0.16%
3,580
+1
132
$420K 0.16%
3,683
-10
133
$419K 0.16%
7,565
-110
134
$419K 0.16%
2,459
-73
135
$417K 0.16%
23,634
+580
136
$412K 0.16%
10,174
-449
137
$412K 0.16%
32,053
+6,622
138
$408K 0.16%
914
-1
139
$403K 0.16%
2,966
-33
140
$391K 0.15%
917
-84
141
$390K 0.15%
3,544
+2
142
$390K 0.15%
11,185
+237
143
$388K 0.15%
17,800
144
$383K 0.15%
993
-14
145
$383K 0.15%
7,574
+153
146
$380K 0.15%
3,901
+132
147
$376K 0.15%
1,969
-142
148
$375K 0.15%
9,125
-14
149
$374K 0.15%
1,680
150
$374K 0.14%
3,441
+270
4 5
6
7 8