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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.07%
+882
252
$305K 0.07%
1,602
+533
253
$305K 0.07%
+1,307
254
$304K 0.07%
+1,249
255
$303K 0.07%
3,832
256
$302K 0.07%
+1,460
257
$302K 0.07%
22,310
+8,775
258
$302K 0.07%
+1,496
259
$297K 0.07%
2,212
+665
260
$297K 0.07%
3,170
-862
261
$293K 0.07%
+1,348
262
$291K 0.07%
2,212
+41
263
$290K 0.07%
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264
$289K 0.07%
+663
265
$285K 0.07%
8,338
+1,920
266
$284K 0.07%
25,319
+3,163
267
$282K 0.07%
18,806
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268
$282K 0.07%
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269
$281K 0.07%
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270
$279K 0.07%
+14,516
271
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4,407
272
$274K 0.07%
12,430
+40
273
$274K 0.07%
898
+23
274
$274K 0.07%
2,455
-27
275
$272K 0.07%
8,400
-4,100
9 10
11
12 13