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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48.7K 0.02%
1,654
-342
302
$48.1K 0.02%
2,590
-141
303
$47.9K 0.02%
933
304
$47.6K 0.02%
575
305
$46.9K 0.02%
1,389
-414
306
$46.9K 0.02%
448
307
$44.6K 0.02%
1,200
308
$44.2K 0.02%
875
309
$43.7K 0.02%
640
+20
310
$43.7K 0.02%
768
-208
311
$43.4K 0.02%
799
312
$42.9K 0.02%
845
-2,031
313
$42.9K 0.02%
2,922
-1,275
314
$42.6K 0.02%
693
315
$42.3K 0.02%
1,284
316
$42.2K 0.02%
806
-76
317
$41.8K 0.02%
1,020
318
$41.7K 0.02%
673
-2
319
$41.3K 0.02%
884
320
$40.2K 0.02%
632
-180
321
$40.2K 0.02%
751
322
$39.8K 0.02%
519
-101
323
$39.4K 0.02%
1,750
324
$39.3K 0.02%
2,665
+455
325
$38.6K 0.02%
592
-451
11 12
13
14 15