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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$143K 0.07%
17,384
+878
227
$140K 0.07%
1,624
+1,321
228
$139K 0.07%
3,291
-1,554
229
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2,670
-85
230
$135K 0.07%
2,772
-64
231
$135K 0.07%
638
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232
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+4,801
233
$127K 0.06%
5,430
-27
234
$127K 0.06%
2,284
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235
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+4,647
236
$125K 0.06%
2,424
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237
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2,791
238
$124K 0.06%
1,366
-209
239
$122K 0.06%
2,084
240
$122K 0.06%
1,610
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241
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2,831
242
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243
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244
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2,065
245
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246
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5,223
247
$112K 0.06%
1,351
-247
248
$111K 0.06%
747
-42
249
$108K 0.05%
802
250
$104K 0.05%
2,000
8 9
10
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