FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$157K 0.08%
2,357
-19
227
$156K 0.08%
2,128
+296
228
$156K 0.08%
2,184
-875
229
$155K 0.08%
1,206
-371
230
$153K 0.08%
10,019
+716
231
$150K 0.08%
708
-3
232
$148K 0.08%
10,382
+22
233
$143K 0.07%
6,288
-873
234
$141K 0.07%
2,988
+1,509
235
$140K 0.07%
1,928
+768
236
$139K 0.07%
13,117
+1,085
237
$139K 0.07%
2,766
+2,675
238
$138K 0.07%
2,755
239
$131K 0.07%
12,127
+1,437
240
$129K 0.07%
1,610
-2,484
241
$128K 0.07%
2,291
-24
242
$126K 0.06%
1,589
-90
243
$124K 0.06%
2,876
-614
244
$118K 0.06%
14,062
+3,896
245
$116K 0.06%
1,737
-987
246
$115K 0.06%
1,996
-1,987
247
$114K 0.06%
2,971
-173
248
$113K 0.06%
2,791
249
$112K 0.06%
2,084
250
$111K 0.06%
2,065
8 9
10
11 12