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
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$745K
3
+$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$1.22M
2
+$1.13M
3
+$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$91K 0.05%
1,033
+688
252
$91K 0.05%
800
+300
253
$90K 0.05%
2,010
+1,210
254
$89K 0.05%
1,676
+107
255
$89K 0.05%
1,353
+12
256
$89K 0.05%
935
257
$86K 0.05%
1,551
258
$83K 0.05%
968
259
$81K 0.05%
1,111
260
$80K 0.05%
1,056
261
$79K 0.04%
920
-56
262
$78K 0.04%
12,586
+8,149
263
$78K 0.04%
3,261
264
$78K 0.04%
4,044
+2,432
265
$77K 0.04%
1,408
266
$76K 0.04%
2,400
267
$76K 0.04%
2,724
+5
268
$75K 0.04%
2,538
+18
269
$72K 0.04%
989
-179
270
$71K 0.04%
1,416
271
$70K 0.04%
4,557
272
$67K 0.04%
+2,672
273
$67K 0.04%
994
+144
274
$65K 0.04%
895
275
$65K 0.04%
1,252
9 10
11
12 13