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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$60K 0.03%
1,996
-2,401
302
$59K 0.03%
453
303
$59K 0.03%
+2,697
304
$58K 0.03%
1,160
+510
305
$56K 0.03%
658
+47
306
$55K 0.03%
1,252
307
$55K 0.03%
808
-4,822
308
$54K 0.03%
992
309
$53K 0.03%
+1,797
310
$52K 0.03%
+3,413
311
$52K 0.03%
253
+1
312
$52K 0.03%
1,517
+1,453
313
$51K 0.03%
1,266
314
$51K 0.03%
2,192
-1,275
315
$51K 0.03%
404
316
$49K 0.02%
3,365
-1,514
317
$49K 0.02%
1,399
-1,467
318
$49K 0.02%
499
+25
319
$49K 0.02%
779
320
$48K 0.02%
972
-800
321
$47K 0.02%
1,305
-110
322
$47K 0.02%
1,968
-360
323
$47K 0.02%
752
-76
324
$46K 0.02%
620
+122
325
$46K 0.02%
575
11 12
13
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