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
$218M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.11M
3
+$673K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$358K

Top Sells

1
+$389K
2
+$349K
3
+$215K
4
DIS icon
Walt Disney
DIS
+$214K
5
PANW icon
Palo Alto Networks
PANW
+$211K

Sector Composition

1 Technology 16.38%
2 Financials 11.09%
3 Healthcare 8%
4 Consumer Staples 6.44%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 7.72%
129,373
-1,653
2
$7.46M 3.43%
174,230
-572
3
$6.6M 3.03%
27,539
-284
4
$5.32M 2.44%
51,639
+1,397
5
$3.54M 1.63%
9,263
-284
6
$3.43M 1.58%
25,605
+3,004
7
$3.42M 1.57%
+77,940
8
$3.21M 1.48%
18,194
+214
9
$3.13M 1.44%
19,364
+93
10
$3.11M 1.43%
+174,739
11
$3.08M 1.41%
17,168
+41
12
$2.77M 1.27%
32,956
-1,840
13
$2.73M 1.25%
31,212
+74
14
$2.72M 1.25%
75,958
+9,975
15
$2.5M 1.15%
12,523
-972
16
$2.49M 1.14%
170,260
-8,250
17
$2.49M 1.14%
11,604
-38
18
$2.46M 1.13%
22,336
-1,663
19
$2.26M 1.04%
6,808
+601
20
$2.25M 1.03%
22,203
+57
21
$2.2M 1.01%
14,518
+8
22
$2.16M 0.99%
47,221
-90
23
$2.13M 0.98%
25,888
+2,677
24
$2.1M 0.96%
37,530
-20
25
$2.07M 0.95%
136,073
+3,749
1
2 3 4 5