FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $271K | 0.07% | 4,146 | New | +$271K | |||
| $269K | 0.07% | 2,629 +457 | +21% | +$46.7K | |||
| $264K | 0.06% | 27,578 -116 | -0.4% | -$1.11K | |||
| $264K | 0.06% | 2,162 +1 | +0.1% | +$122 | |||
| $261K | 0.06% | 462 | New | +$261K | |||
| $261K | 0.06% | 1,068 | New | +$261K | |||
| $259K | 0.06% | 2,091 | New | +$259K | |||
| $258K | 0.06% | 1,170 | New | +$258K | |||
| $258K | 0.06% | 2,608 -67 | -3% | -$6.63K | |||
| $257K | 0.06% | 7,959 -3,125 | -28% | -$101K | |||
| $255K | 0.06% | 24,677 +2,908 | +13% | +$30.1K | |||
| $254K | 0.06% | 11,813 +713 | +6% | +$15.4K | |||
| $254K | 0.06% | 1,417 +129 | +10% | +$23.1K | |||
| $254K | 0.06% | 2,707 +8 | +0.3% | +$750 | |||
| $253K | 0.06% | 2,185 | New | +$253K | |||
| $250K | 0.06% | 3,411 -96 | -3% | -$7.04K | |||
| $247K | 0.06% | 5,619 | New | +$247K | |||
| $247K | 0.06% | 2,052 +27 | +1% | +$3.25K | |||
| $246K | 0.06% | 753 | New | +$246K | |||
| $244K | 0.06% | 1,167 | New | +$244K | |||
| $241K | 0.06% | 1,464 | New | +$241K | |||
| $241K | 0.06% | 1,291 +757 | +142% | +$141K | |||
| $240K | 0.06% | 907 | New | +$240K | |||
| $237K | 0.06% | 3,217 -340 | -10% | -$25.1K | |||
| $237K | 0.06% | 414 | New | +$237K |
