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
151
$381K 0.15%
6,480
152
$380K 0.15%
16,075
+207
153
$379K 0.15%
+568
154
$370K 0.15%
13,737
+3,099
155
$367K 0.15%
1,632
-13
156
$367K 0.15%
1,446
+60
157
$364K 0.15%
1,198
+171
158
$362K 0.15%
3,012
+101
159
$362K 0.15%
7,544
+2
160
$355K 0.14%
10,311
+3,098
161
$354K 0.14%
3,096
+202
162
$353K 0.14%
4,369
+52
163
$347K 0.14%
1,002
+10
164
$342K 0.14%
1,671
+747
165
$341K 0.14%
+7,885
166
$335K 0.13%
3,523
167
$334K 0.13%
1,309
168
$333K 0.13%
1,350
+1
169
$332K 0.13%
19,998
+457
170
$332K 0.13%
7,640
+34
171
$330K 0.13%
2,309
-265
172
$326K 0.13%
4,510
-47
173
$319K 0.13%
5,889
+2
174
$317K 0.13%
2,940
+921
175
$314K 0.13%
1,179
+137
5 6
7
8 9