FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
This Quarter Return
-14.32%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(-12%)
Cap. Flow
+$6.8M
Cap. Flow
% of AUM
3.45%
Top 10 Holdings %
Top 10 Hldgs %
26.31%
Holding
550
New
110
Increased
164
Reduced
151
Closed
50
Top Buys
1 |
Amazon
AMZN
|
$4.01M |
2 |
Tesla
TSLA
|
$2.35M |
3 |
NVIDIA
NVDA
|
$2.13M |
4 |
Costco
COST
|
$1.55M |
5 |
Invesco Total Return Bond ETF
GTO
|
$1.35M |
Top Sells
1 |
Apple
AAPL
|
$3.7M |
2 |
Duke Energy
DUK
|
$2.43M |
3 |
Philip Morris
PM
|
$1.83M |
4 |
Altria Group
MO
|
$1.65M |
5 |
AbbVie
ABBV
|
$1.34M |
Sector Composition
1 | Technology | 17.77% |
2 | Financials | 11.05% |
3 | Consumer Discretionary | 7.99% |
4 | Healthcare | 7.02% |
5 | Consumer Staples | 5.39% |