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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$73K 0.04%
+1,220
302
$73K 0.04%
1,084
+95
303
$72K 0.04%
1,972
+189
304
$70K 0.03%
1,378
+118
305
$70K 0.03%
+914
306
$70K 0.03%
852
+143
307
$67K 0.03%
+1,277
308
$66K 0.03%
808
+30
309
$65K 0.03%
816
310
$65K 0.03%
1,252
311
$65K 0.03%
+1,001
312
$65K 0.03%
895
313
$63K 0.03%
1,309
-88
314
$62K 0.03%
992
315
$61K 0.03%
1,111
-565
316
$59K 0.03%
+204
317
$58K 0.03%
1,060
318
$58K 0.03%
500
-50
319
$57K 0.03%
634
320
$57K 0.03%
499
321
$57K 0.03%
779
+200
322
$57K 0.03%
266
-224
323
$56K 0.03%
+679
324
$54K 0.03%
+2,014
325
$54K 0.03%
439
11 12
13
14 15