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
201
$269K 0.11%
+4,470
202
$265K 0.11%
3,046
+95
203
$264K 0.11%
3,983
-121
204
$262K 0.11%
5,061
+377
205
$258K 0.1%
4,133
+39
206
$257K 0.1%
5,194
+1
207
$254K 0.1%
1,345
+34
208
$253K 0.1%
6,872
+24
209
$252K 0.1%
2,976
+24
210
$251K 0.1%
8,484
+56
211
$249K 0.1%
17,001
+608
212
$249K 0.1%
+386
213
$248K 0.1%
+1,470
214
$247K 0.1%
+2,658
215
$247K 0.1%
1,518
216
$245K 0.1%
3,832
217
$245K 0.1%
3,228
+4
218
$244K 0.1%
4,146
-438
219
$241K 0.1%
5,532
+468
220
$240K 0.1%
2,827
-326
221
$239K 0.1%
2,613
222
$234K 0.09%
886
-20
223
$233K 0.09%
1,680
224
$231K 0.09%
644
+10
225
$229K 0.09%
+1,455
7 8
9
10 11