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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$70.5K 0.04%
1,160
277
$70.4K 0.04%
969
-307
278
$70.2K 0.04%
343
279
$69.1K 0.03%
690
-146
280
$69K 0.03%
357
281
$69K 0.03%
2,826
-226
282
$65.3K 0.03%
1,355
+122
283
$64.8K 0.03%
2,820
284
$64.6K 0.03%
698
285
$62.3K 0.03%
1,277
286
$62.2K 0.03%
1,646
+65
287
$61.8K 0.03%
1,557
288
$60.9K 0.03%
438
-100
289
$60.6K 0.03%
3,409
-4
290
$60.1K 0.03%
255
+1
291
$58.1K 0.03%
1,252
292
$56.9K 0.03%
992
293
$56K 0.03%
1,420
294
$53.1K 0.03%
752
295
$52.9K 0.03%
499
296
$52.1K 0.03%
339
297
$50.7K 0.03%
409
298
$50.6K 0.03%
1,802
-411
299
$49.7K 0.02%
1,968
300
$49.7K 0.02%
3,391
+29
10 11
12
13 14