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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$104K 0.05%
1,628
-20
252
$101K 0.05%
11,660
+252
253
$98.1K 0.05%
2,234
+66
254
$97.6K 0.05%
1,442
+71
255
$97.6K 0.05%
653
-406
256
$97.5K 0.05%
884
-446
257
$96.9K 0.05%
834
+3
258
$96.7K 0.05%
898
-53
259
$95.3K 0.05%
659
-1,014
260
$94.2K 0.05%
913
+3
261
$89.6K 0.04%
1,238
-1,121
262
$86.8K 0.04%
1,563
+5
263
$83.9K 0.04%
532
-16
264
$83.9K 0.04%
1,097
-207
265
$82.8K 0.04%
1,526
+1
266
$80.7K 0.04%
3,503
+173
267
$80.3K 0.04%
2,920
+20
268
$80.2K 0.04%
4,466
+422
269
$79.8K 0.04%
1,057
-51
270
$79.7K 0.04%
13,311
+24
271
$76.5K 0.04%
1,056
-121
272
$76.4K 0.04%
3,309
+41
273
$74.9K 0.04%
800
274
$74.5K 0.04%
771
275
$72.3K 0.04%
966
-575
9 10
11
12 13