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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$126K 0.05%
747
277
$125K 0.05%
4,776
-25
278
$124K 0.05%
2,065
279
$122K 0.05%
4,628
-19
280
$122K 0.05%
2,313
-111
281
$121K 0.05%
2,358
-312
282
$120K 0.05%
1,708
+80
283
$120K 0.05%
1,832
+390
284
$115K 0.05%
680
+27
285
$115K 0.05%
10,542
286
$115K 0.05%
1,786
-9
287
$114K 0.05%
5,223
288
$113K 0.04%
511
+168
289
$109K 0.04%
1,302
-49
290
$108K 0.04%
1,666
+1,000
291
$106K 0.04%
1,085
-281
292
$105K 0.04%
2,000
293
$103K 0.04%
5,707
+1,241
294
$103K 0.04%
2,234
295
$97.9K 0.04%
+1,760
296
$97.6K 0.04%
4,062
+1,236
297
$95.8K 0.04%
898
298
$95.6K 0.04%
15,374
+2,063
299
$94.3K 0.04%
+2,114
300
$94.2K 0.04%
834
10 11
12
13 14