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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$222K 0.07%
3,824
+90
252
$217K 0.07%
4,540
-1,025
253
$216K 0.06%
+5,136
254
$209K 0.06%
3,597
-87
255
$208K 0.06%
714
-6
256
$208K 0.06%
357
-329
257
$207K 0.06%
3,211
-107
258
$207K 0.06%
+2,316
259
$206K 0.06%
+3,832
260
$204K 0.06%
9,751
+109
261
$204K 0.06%
8,071
+49
262
$202K 0.06%
+1,564
263
$201K 0.06%
469
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264
$201K 0.06%
+8,759
265
$201K 0.06%
4,406
-694
266
$193K 0.06%
+30,000
267
$193K 0.06%
+1,902
268
$191K 0.06%
7,444
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269
$187K 0.06%
10,083
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270
$187K 0.06%
37,785
-16,474
271
$185K 0.06%
13,968
+1,033
272
$183K 0.06%
764
+2
273
$180K 0.05%
1,737
-69
274
$180K 0.05%
37,451
-46,172
275
$177K 0.05%
10,200
-173
9 10
11
12 13