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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$138K 0.07%
4,316
-760
252
$135K 0.07%
2,595
253
$132K 0.07%
2,831
254
$126K 0.06%
3,859
+3,774
255
$123K 0.06%
12,687
-426
256
$122K 0.06%
2,239
-279
257
$118K 0.06%
1,385
+274
258
$117K 0.06%
1,032
-45
259
$114K 0.06%
12,286
-300
260
$114K 0.06%
1,826
261
$113K 0.06%
1,213
-2,650
262
$113K 0.06%
802
263
$111K 0.05%
2,184
-996
264
$110K 0.05%
875
-194
265
$109K 0.05%
7,356
+2,799
266
$108K 0.05%
+2,258
267
$105K 0.05%
1,391
+397
268
$104K 0.05%
649
269
$104K 0.05%
+795
270
$104K 0.05%
1,488
-1,577
271
$103K 0.05%
5,904
+5,594
272
$102K 0.05%
1,071
+136
273
$101K 0.05%
416
274
$100K 0.05%
877
-224
275
$99K 0.05%
1,636
-515
9 10
11
12 13