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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$168K 0.07%
2,278
-4
227
$165K 0.07%
4,810
-2,062
228
$160K 0.07%
3,176
+65
229
$158K 0.07%
1,362
+64
230
$158K 0.07%
2,755
231
$153K 0.07%
969
+186
232
$152K 0.07%
1,996
233
$149K 0.07%
4,397
234
$147K 0.07%
11,279
+1,232
235
$146K 0.06%
11,153
-281
236
$146K 0.06%
4,533
+215
237
$143K 0.06%
1,838
+66
238
$143K 0.06%
2,791
239
$143K 0.06%
10,890
+574
240
$141K 0.06%
2,065
241
$141K 0.06%
2,394
+497
242
$139K 0.06%
2,084
243
$139K 0.06%
1,857
+428
244
$132K 0.06%
2,831
245
$129K 0.06%
2,597
+515
246
$127K 0.06%
12,687
247
$124K 0.06%
1,796
-183
248
$122K 0.05%
1,459
-77
249
$121K 0.05%
1,698
+47
250
$121K 0.05%
2,040
+388
8 9
10
11 12