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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$99K 0.05%
1,770
-606
277
$97K 0.05%
1,846
+27
278
$95K 0.05%
2,770
+370
279
$93K 0.05%
2,052
-2,573
280
$93K 0.05%
800
281
$92K 0.05%
1,701
+293
282
$90K 0.04%
1,081
+569
283
$90K 0.04%
1,557
284
$89K 0.04%
1,065
+9
285
$87K 0.04%
2,622
+84
286
$84K 0.04%
936
+395
287
$83K 0.04%
+875
288
$83K 0.04%
1,446
+30
289
$83K 0.04%
518
+164
290
$83K 0.04%
+5,046
291
$82K 0.04%
4,382
-1,499
292
$81K 0.04%
862
+411
293
$80K 0.04%
+7,066
294
$79K 0.04%
6,080
+1,215
295
$79K 0.04%
1,160
+650
296
$79K 0.04%
572
-28
297
$78K 0.04%
+1,098
298
$77K 0.04%
807
-161
299
$76K 0.04%
3,231
-30
300
$75K 0.04%
+1,112
10 11
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