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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$79K 0.04%
3,376
-1,171
277
$79K 0.04%
2,000
-1,489
278
$79K 0.04%
1,520
-236
279
$76K 0.04%
2,052
280
$75K 0.04%
4,044
+45
281
$73K 0.04%
510
-775
282
$73K 0.04%
3,040
+8
283
$72K 0.04%
854
-378
284
$72K 0.04%
1,522
+360
285
$72K 0.04%
875
+329
286
$72K 0.04%
871
+600
287
$72K 0.04%
13,140
+601
288
$71K 0.04%
539
+70
289
$69K 0.04%
1,106
+1,053
290
$68K 0.03%
800
291
$68K 0.03%
1,412
-203
292
$67K 0.03%
4,427
+1,091
293
$65K 0.03%
2,866
+65
294
$65K 0.03%
1,280
+215
295
$65K 0.03%
641
+153
296
$63K 0.03%
1,043
+6
297
$62K 0.03%
5,259
-1,567
298
$62K 0.03%
1,601
+1,533
299
$61K 0.03%
356
+300
300
$60K 0.03%
1,296
-2,605
10 11
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