FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
Sector Composition
| 1 | Technology | 19.25% |
| 2 | Financials | 10.03% |
| 3 | Consumer Discretionary | 5.61% |
| 4 | Industrials | 4.55% |
| 5 | Consumer Staples | 4.46% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $351K | 0.09% | 6,402 +388 | +6% | +$21.3K | |||
| $351K | 0.09% | 2,482 | New | +$351K | |||
| $351K | 0.09% | 747 +31 | +4% | +$14.5K | |||
| $349K | 0.08% | 4,427 +2,971 | +204% | +$234K | |||
| $346K | 0.08% | 694 +213 | +44% | +$106K | |||
| $345K | 0.08% | 11,155 -53 | -0.5% | -$1.64K | |||
| $345K | 0.08% | 4,733 | New | +$345K | |||
| $333K | 0.08% | 2,530 | – | – | |||
| $330K | 0.08% | 1,472 | New | +$330K | |||
| $328K | 0.08% | 1,086 +195 | +22% | +$58.8K | |||
| $328K | 0.08% | 972 -75 | -7% | -$25.3K | |||
| $326K | 0.08% | 3,382 +297 | +10% | +$28.6K | |||
| $326K | 0.08% | 2,513 | New | +$326K | |||
| $326K | 0.08% | 2,674 -520 | -16% | -$63.4K | |||
| $326K | 0.08% | 1,910 +3 | +0.2% | +$512 | |||
| $325K | 0.08% | 24,181 -1,099 | -4% | -$14.8K | |||
| $325K | 0.08% | 3,626 +753 | +26% | +$67.5K | |||
| $325K | 0.08% | 3,846 +1,128 | +42% | +$95.2K | |||
| $324K | 0.08% | 2,011 -123 | -6% | -$19.8K | |||
| $321K | 0.08% | 5,485 +129 | +2% | +$7.55K | |||
| $319K | 0.08% | 2,070 +111 | +6% | +$17.1K | |||
| $315K | 0.08% | 4,025 -75 | -2% | -$5.86K | |||
| $312K | 0.08% | 2,152 +7 | +0.3% | +$1.02K | |||
| $310K | 0.08% | 6,170 +1,759 | +40% | +$88.3K | |||
| $309K | 0.07% | 23,770 +2,575 | +12% | +$33.5K |
