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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$202K 0.08%
1,644
+101
252
$191K 0.08%
3,712
+84
253
$191K 0.08%
16,939
+2,046
254
$191K 0.08%
8,466
+4,963
255
$188K 0.07%
3,074
+96
256
$186K 0.07%
18,319
-649
257
$185K 0.07%
1,392
+88
258
$179K 0.07%
9,933
+56
259
$179K 0.07%
621
260
$175K 0.07%
13,079
-1,059
261
$173K 0.07%
2,302
+1,064
262
$171K 0.07%
18,478
+1,094
263
$170K 0.07%
4,519
+249
264
$160K 0.06%
2,202
+1
265
$154K 0.06%
758
-227
266
$148K 0.06%
6,461
+1,031
267
$146K 0.06%
+6,592
268
$146K 0.06%
1,939
+5
269
$143K 0.06%
1,324
+440
270
$138K 0.05%
859
+67
271
$135K 0.05%
2,084
272
$135K 0.05%
1,661
+51
273
$129K 0.05%
2,831
274
$129K 0.05%
2,791
275
$127K 0.05%
1,387
+1,055
9 10
11
12 13