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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$137K 0.04%
5,492
-246
302
$136K 0.04%
2,065
303
$135K 0.04%
1,364
-297
304
$134K 0.04%
1,251
-39
305
$131K 0.04%
+10,503
306
$129K 0.04%
+11,726
307
$123K 0.04%
2,359
+23
308
$122K 0.04%
5,378
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309
$122K 0.04%
3,372
+34
310
$121K 0.04%
+2,392
311
$116K 0.04%
607
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312
$116K 0.03%
2,000
313
$115K 0.03%
1,065
+167
314
$110K 0.03%
12,580
-3,982
315
$109K 0.03%
580
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316
$108K 0.03%
10,784
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317
$102K 0.03%
1,106
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318
$102K 0.03%
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319
$101K 0.03%
771
320
$99.6K 0.03%
8,638
-7,032
321
$98.4K 0.03%
3,307
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322
$97.3K 0.03%
2,789
+1,211
323
$97.1K 0.03%
2,709
+149
324
$97K 0.03%
1,478
-36
325
$96.6K 0.03%
972
+39
11 12
13
14 15