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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$518K
3 +$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1 +$739K
2 +$247K
3 +$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$188K 0.09%
1,562
+126
227
$184K 0.09%
11,857
-2,000
228
$183K 0.09%
1,479
229
$179K 0.09%
1,428
+1
230
$176K 0.09%
2,266
-63
231
$176K 0.09%
1,833
-14
232
$175K 0.09%
+810
233
$170K 0.08%
1,952
+1,032
234
$170K 0.08%
4,810
-105
235
$169K 0.08%
4,048
+3,974
236
$168K 0.08%
11,350
+18
237
$162K 0.08%
3,098
+1,547
238
$159K 0.08%
+2,705
239
$157K 0.08%
3,720
+1,710
240
$153K 0.08%
1,516
-1,224
241
$152K 0.07%
+1,710
242
$149K 0.07%
4,448
-106
243
$149K 0.07%
2,497
244
$148K 0.07%
2,791
245
$146K 0.07%
1,219
+445
246
$146K 0.07%
1,277
+69
247
$141K 0.07%
2,065
248
$141K 0.07%
1,109
+246
249
$140K 0.07%
2,069
+384
250
$140K 0.07%
2,095
+11