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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$110K 0.06%
+10,397
252
$108K 0.06%
2,831
253
$107K 0.05%
+4,991
254
$103K 0.05%
1,370
+131
255
$103K 0.05%
12,687
256
$101K 0.05%
2,116
-13
257
$98K 0.05%
951
258
$98K 0.05%
802
-1,246
259
$97K 0.05%
1,750
+80
260
$93K 0.05%
1,381
261
$92K 0.05%
1,711
+10
262
$92K 0.05%
2,195
+1,145
263
$91K 0.05%
730
-24
264
$90K 0.05%
11,156
+259
265
$89K 0.05%
1,027
-335
266
$89K 0.05%
1,557
-93
267
$84K 0.04%
3,735
+152
268
$84K 0.04%
786
-102
269
$83K 0.04%
1,211
-250
270
$83K 0.04%
2,546
-18
271
$82K 0.04%
901
+243
272
$81K 0.04%
1,177
273
$80K 0.04%
1,367
-241
274
$79K 0.04%
+3,268
275
$79K 0.04%
6,915
-42
9 10
11
12 13