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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$92.3K 0.04%
916
+3
302
$88K 0.03%
532
303
$87.1K 0.03%
1,567
+4
304
$86.5K 0.03%
10,625
-1,035
305
$86.2K 0.03%
1,527
+1
306
$83.9K 0.03%
3,907
-26,374
307
$83.1K 0.03%
1,056
308
$82K 0.03%
771
309
$80.3K 0.03%
3,309
310
$80.3K 0.03%
1,160
311
$79.6K 0.03%
1,060
+3
312
$73.2K 0.03%
691
+1
313
$71.5K 0.03%
942
+350
314
$70.5K 0.03%
1,557
315
$70.2K 0.03%
2,667
-253
316
$69.4K 0.03%
357
317
$69.3K 0.03%
2,205
+403
318
$67.8K 0.03%
914
-52
319
$67.5K 0.03%
862
+473
320
$65.9K 0.03%
457
+19
321
$65.2K 0.03%
256
+1
322
$64.4K 0.03%
2,820
323
$64K 0.03%
1,619
+199
324
$63.9K 0.03%
852
+100
325
$63.9K 0.03%
1,297
+20
11 12
13
14 15