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
201
$255K 0.1%
+14,018
202
$255K 0.1%
1,544
+1
203
$255K 0.1%
1,571
-49
204
$252K 0.1%
2,434
-975
205
$249K 0.1%
3,831
+113
206
$247K 0.1%
38,537
+2,968
207
$247K 0.1%
426
-166
208
$247K 0.1%
35,775
-101
209
$242K 0.09%
5,838
210
$242K 0.09%
20,043
+1,323
211
$241K 0.09%
2,453
-500
212
$241K 0.09%
4,477
213
$237K 0.09%
18,636
214
$237K 0.09%
+1,528
215
$236K 0.09%
2,706
+35
216
$236K 0.09%
1,923
-9
217
$236K 0.09%
2,948
+641
218
$235K 0.09%
5,100
-11
219
$234K 0.09%
1,111
-334
220
$233K 0.09%
3,595
+199
221
$233K 0.09%
5,735
+181
222
$233K 0.09%
4,773
+1,989
223
$231K 0.09%
+1,597
224
$229K 0.09%
875
-5
225
$224K 0.09%
5,565
-50
7 8
9
10 11