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
1
$25.3M 9.81%
131,364
-328
2
$11.7M 4.54%
31,123
+631
3
$8.91M 3.46%
179,980
+6,550
4
$6.36M 2.47%
171,921
-5,803
5
$5.16M 2%
33,953
+234
6
$5.04M 1.96%
51,970
-2,832
7
$4.45M 1.73%
9,362
+155
8
$4.4M 1.71%
48,161
+47,825
9
$4.26M 1.65%
25,040
-49
10
$3.91M 1.52%
77,939
+3,447
11
$3.9M 1.51%
84,946
+1,564
12
$3.62M 1.4%
32,400
-3,440
13
$3.52M 1.37%
11,625
-41
14
$3.07M 1.19%
19,824
+496
15
$2.85M 1.11%
18,212
+868
16
$2.83M 1.1%
20,254
+515
17
$2.82M 1.1%
7,496
+122
18
$2.58M 1%
11,580
-577
19
$2.56M 0.99%
17,151
+161
20
$2.42M 0.94%
57,407
-10,381
21
$2.39M 0.93%
69,665
-1,300
22
$2.38M 0.92%
14,377
-209
23
$2.34M 0.91%
64,019
-6,574
24
$2.31M 0.89%
27,511
+246
25
$2.21M 0.86%
54,846
+2,051
1
2 3 4 5