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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$351K 0.09%
6,402
+388
227
$351K 0.09%
+2,482
228
$351K 0.09%
747
+31
229
$349K 0.08%
4,427
+2,971
230
$346K 0.08%
694
+213
231
$345K 0.08%
11,155
-53
232
$345K 0.08%
+4,733
233
$333K 0.08%
2,530
234
$330K 0.08%
+1,472
235
$328K 0.08%
1,086
+195
236
$328K 0.08%
972
-75
237
$326K 0.08%
3,382
+297
238
$326K 0.08%
+2,513
239
$326K 0.08%
2,674
-520
240
$326K 0.08%
1,910
+3
241
$325K 0.08%
24,181
-1,099
242
$325K 0.08%
3,626
+753
243
$325K 0.08%
3,846
+1,128
244
$324K 0.08%
2,011
-123
245
$321K 0.08%
5,485
+129
246
$319K 0.08%
2,070
+111
247
$315K 0.08%
4,025
-75
248
$312K 0.08%
2,152
+7
249
$310K 0.08%
6,170
+1,759
250
$309K 0.08%
23,770
+2,575
8 9
10
11 12