FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.66M
3
+$1.64M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.4M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$4.1M
2
+$2.5M
3
+$2.05M
4
PM icon
Philip Morris
PM
+$1.89M
5
T icon
AT&T
T
+$1.55M

Sector Composition

1 Technology 17.77%
2 Financials 11.05%
3 Consumer Discretionary 7.99%
4 Healthcare 7.02%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$90K 0.05%
+754
277
$88K 0.04%
+4,215
278
$88K 0.04%
1,615
+102
279
$84K 0.04%
6,826
+1,416
280
$82K 0.04%
805
+357
281
$82K 0.04%
3,999
+1,775
282
$80K 0.04%
1,177
+1
283
$80K 0.04%
2,052
284
$80K 0.04%
+2,904
285
$79K 0.04%
1,562
+1
286
$79K 0.04%
3,467
+2,630
287
$76K 0.04%
2,801
+55
288
$76K 0.04%
12,539
-1,334
289
$75K 0.04%
3,032
+2
290
$74K 0.04%
4,879
-10
291
$74K 0.04%
1,299
+1,053
292
$73K 0.04%
1,479
-1,605
293
$73K 0.04%
+1,450
294
$71K 0.04%
+5,618
295
$70K 0.04%
629
296
$70K 0.04%
874
-8
297
$70K 0.04%
1,464
-446
298
$68K 0.03%
1,358
299
$68K 0.03%
1,270
+945
300
$68K 0.03%
1,037
-36
10 11
12
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