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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$174K 0.05%
1,923
-87
277
$172K 0.05%
2,150
-33
278
$170K 0.05%
5,287
+640
279
$170K 0.05%
+1,560
280
$170K 0.05%
751
+1
281
$166K 0.05%
12,510
-832
282
$165K 0.05%
+10,089
283
$165K 0.05%
+666
284
$162K 0.05%
1,985
+7
285
$160K 0.05%
859
286
$158K 0.05%
2,084
287
$157K 0.05%
1,865
+157
288
$157K 0.05%
+956
289
$155K 0.05%
+3,950
290
$153K 0.05%
2,831
291
$152K 0.05%
2,791
292
$149K 0.04%
3,489
-2,349
293
$149K 0.04%
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294
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295
$148K 0.04%
13,386
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296
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+46,400
297
$141K 0.04%
1,728
+60
298
$140K 0.04%
1,070
-170
299
$140K 0.04%
762
+87
300
$139K 0.04%
21,038
+2,704
10 11
12
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