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
151
$369K 0.14%
757
+18
152
$368K 0.14%
1,050
-103
153
$367K 0.14%
7,137
-317
154
$365K 0.14%
19,334
+4,858
155
$364K 0.14%
686
+129
156
$364K 0.14%
26,406
157
$363K 0.14%
1,559
158
$357K 0.14%
738
+43
159
$356K 0.14%
24,315
+990
160
$356K 0.14%
2,043
+1
161
$354K 0.14%
7,190
-325
162
$350K 0.14%
6,828
+106
163
$350K 0.14%
3,361
164
$346K 0.13%
6,718
-6
165
$345K 0.13%
6,165
+48
166
$336K 0.13%
12,758
+550
167
$331K 0.13%
2,420
-26
168
$331K 0.13%
1,208
+136
169
$330K 0.13%
3,523
170
$329K 0.13%
4,219
-31
171
$328K 0.13%
31,685
-2,561
172
$327K 0.13%
1,868
+1
173
$323K 0.13%
2,753
+505
174
$318K 0.12%
2,158
+118
175
$316K 0.12%
2,248
-588
5 6
7
8 9