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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.07%
+4,146
277
$269K 0.07%
2,629
+457
278
$264K 0.06%
27,578
-116
279
$264K 0.06%
2,162
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280
$261K 0.06%
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281
$261K 0.06%
+1,068
282
$259K 0.06%
+2,091
283
$258K 0.06%
+1,170
284
$258K 0.06%
2,608
-67
285
$257K 0.06%
7,959
-3,125
286
$255K 0.06%
24,677
+2,908
287
$254K 0.06%
11,813
+713
288
$254K 0.06%
1,417
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289
$254K 0.06%
2,707
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290
$253K 0.06%
+2,185
291
$250K 0.06%
3,411
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292
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293
$247K 0.06%
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294
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295
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296
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+1,464
297
$241K 0.06%
1,291
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298
$240K 0.06%
+907
299
$237K 0.06%
3,217
-340
300
$237K 0.06%
+414
10 11
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