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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$236K 0.06%
30,000
302
$235K 0.06%
1,601
+45
303
$235K 0.06%
35,673
304
$234K 0.06%
14,463
+744
305
$234K 0.06%
2,534
-355
306
$232K 0.06%
+3,771
307
$229K 0.06%
+3,551
308
$228K 0.06%
1,625
-18
309
$227K 0.06%
+658
310
$225K 0.05%
3,320
+3
311
$225K 0.05%
2,750
+1,800
312
$225K 0.05%
2,420
+180
313
$224K 0.05%
8,830
+1,411
314
$224K 0.05%
+2,431
315
$223K 0.05%
3,412
+21
316
$221K 0.05%
84,865
317
$221K 0.05%
3,178
+156
318
$220K 0.05%
+1,553
319
$218K 0.05%
+1,827
320
$218K 0.05%
+2,511
321
$218K 0.05%
+8,869
322
$218K 0.05%
+1,295
323
$215K 0.05%
1,261
-236
324
$215K 0.05%
3,478
+3
325
$214K 0.05%
+2,501
11 12
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