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
176
$315K 0.12%
6,480
177
$312K 0.12%
6,045
178
$310K 0.12%
2,129
-274
179
$309K 0.12%
1,327
+2
180
$308K 0.12%
1,561
+78
181
$306K 0.12%
8,259
-360
182
$304K 0.12%
3,263
-737
183
$302K 0.12%
21,914
184
$302K 0.12%
1,241
-427
185
$302K 0.12%
5,259
+2
186
$297K 0.12%
7,686
-35
187
$291K 0.11%
1,341
-126
188
$291K 0.11%
+5,048
189
$288K 0.11%
4,062
+500
190
$282K 0.11%
603
+45
191
$281K 0.11%
37,724
+14,048
192
$279K 0.11%
2,057
-105
193
$275K 0.11%
583
+54
194
$272K 0.11%
435
+9
195
$271K 0.11%
1,031
-78
196
$271K 0.11%
54,259
+32,803
197
$269K 0.1%
1,025
+74
198
$268K 0.1%
11,888
+1,949
199
$262K 0.1%
2,498
+5
200
$260K 0.1%
8,870
-1,200
6 7
8
9 10