FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$64K 0.03%
2,731
302
$63K 0.03%
1,387
+142
303
$61K 0.03%
608
+252
304
$61K 0.03%
583
-28
305
$60K 0.03%
649
306
$60K 0.03%
1,065
307
$60K 0.03%
1,476
+33
308
$59K 0.03%
1,485
+85
309
$59K 0.03%
1,252
310
$59K 0.03%
779
311
$58K 0.03%
992
312
$58K 0.03%
752
313
$58K 0.03%
2,572
+17
314
$57K 0.03%
795
315
$57K 0.03%
499
316
$57K 0.03%
713
+11
317
$56K 0.02%
526
318
$54K 0.02%
448
319
$53K 0.02%
2,224
+677
320
$53K 0.02%
259
321
$51K 0.02%
842
-94
322
$50K 0.02%
575
323
$50K 0.02%
798
-15
324
$50K 0.02%
808
-188
325
$49K 0.02%
1,325
-149
11 12
13
14 15