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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.09%
+3,562
227
$237K 0.09%
+1,064
228
$237K 0.09%
+517
229
$236K 0.09%
5,838
230
$234K 0.09%
1,737
+1,328
231
$233K 0.09%
+2,790
232
$230K 0.09%
2,343
+411
233
$224K 0.09%
+4,210
234
$222K 0.09%
5,550
+382
235
$221K 0.09%
14,622
-62
236
$220K 0.09%
+2,996
237
$219K 0.09%
+1,126
238
$219K 0.09%
2,671
+45
239
$215K 0.08%
4,726
+1,435
240
$212K 0.08%
18,546
+4,029
241
$212K 0.08%
+2,752
242
$212K 0.08%
19,636
+1,350
243
$211K 0.08%
1,769
-930
244
$210K 0.08%
+3,570
245
$209K 0.08%
+1,111
246
$206K 0.08%
3,433
+1,149
247
$204K 0.08%
+2,393
248
$204K 0.08%
2,186
+610
249
$204K 0.08%
+1,663
250
$203K 0.08%
+1,465
8 9
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