FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$120K 0.05%
802
252
$112K 0.05%
1,381
253
$111K 0.05%
7,139
-2,302
254
$104K 0.05%
951
255
$104K 0.05%
1,513
-622
256
$104K 0.05%
+13,873
257
$103K 0.05%
3,268
+18
258
$103K 0.05%
1,557
259
$103K 0.05%
1,355
+358
260
$101K 0.04%
+1,000
261
$100K 0.04%
1,176
262
$99K 0.04%
2,652
+57
263
$98K 0.04%
+10,676
264
$97K 0.04%
922
+178
265
$97K 0.04%
1,073
+1
266
$96K 0.04%
1,910
+1
267
$94K 0.04%
2,052
268
$93K 0.04%
1,520
-42
269
$90K 0.04%
510
-2,037
270
$90K 0.04%
800
271
$89K 0.04%
819
272
$89K 0.04%
1,189
+71
273
$88K 0.04%
1,516
-134
274
$87K 0.04%
2,746
+26
275
$87K 0.04%
1,102
+251
9 10
11
12 13