FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$85K 0.04%
629
277
$82K 0.04%
1,208
-172
278
$82K 0.04%
4,889
-12
279
$81K 0.04%
1,561
-20
280
$80K 0.04%
539
281
$80K 0.04%
1,160
282
$76K 0.03%
3,413
-131
283
$76K 0.03%
453
-24
284
$76K 0.03%
882
+1
285
$75K 0.03%
3,030
+2
286
$74K 0.03%
4,391
+2
287
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5,410
-1,350
288
$72K 0.03%
1,117
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289
$71K 0.03%
3,181
290
$70K 0.03%
1,407
-476
291
$70K 0.03%
890
292
$69K 0.03%
1,358
293
$68K 0.03%
808
294
$68K 0.03%
639
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295
$67K 0.03%
2,150
-20
296
$66K 0.03%
251
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297
$66K 0.03%
1,047
-181
298
$65K 0.03%
1,243
+103
299
$65K 0.03%
795
300
$65K 0.03%
2,328
-75
10 11
12
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