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
176
$312K 0.13%
2,099
+23
177
$311K 0.13%
6,838
-350
178
$310K 0.12%
5,632
+1
179
$301K 0.12%
+1,413
180
$300K 0.12%
5,756
+73
181
$298K 0.12%
+1,244
182
$297K 0.12%
1,814
183
$297K 0.12%
1,019
+104
184
$293K 0.12%
3,412
-300
185
$290K 0.12%
10,878
-1,268
186
$287K 0.12%
+1,128
187
$285K 0.11%
2,469
+39
188
$282K 0.11%
5,737
+390
189
$282K 0.11%
7,763
-92
190
$281K 0.11%
3,291
+367
191
$281K 0.11%
1,991
+19
192
$280K 0.11%
5,293
+616
193
$278K 0.11%
670
194
$272K 0.11%
5,156
195
$271K 0.11%
1,868
+29
196
$271K 0.11%
1,324
+1
197
$270K 0.11%
2,204
+13
198
$269K 0.11%
+5,456
199
$269K 0.11%
+2,407
200
$269K 0.11%
2,505
+59
6 7
8
9 10