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
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$745K
3
+$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$1.22M
2
+$1.13M
3
+$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$65K 0.04%
741
+189
277
$64K 0.04%
1,260
+85
278
$64K 0.04%
1,397
+85
279
$62K 0.04%
992
280
$62K 0.04%
1,783
+551
281
$60K 0.03%
1,654
+846
282
$59K 0.03%
634
283
$59K 0.03%
709
+51
284
$58K 0.03%
816
285
$57K 0.03%
4,865
+1,035
286
$56K 0.03%
511
287
$56K 0.03%
354
288
$54K 0.03%
499
289
$54K 0.03%
550
290
$54K 0.03%
1,148
+405
291
$53K 0.03%
454
+106
292
$52K 0.03%
778
293
$51K 0.03%
541
+75
294
$50K 0.03%
1,060
+5
295
$50K 0.03%
575
296
$49K 0.03%
439
-50
297
$46K 0.03%
926
+48
298
$45K 0.03%
386
299
$45K 0.03%
512
300
$44K 0.02%
751
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