FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $213K | 0.05% | 2,610 +527 | +25% | +$43.1K | |||
| $213K | 0.05% | 1,183 | New | +$213K | |||
| $212K | 0.05% | 1,162 | New | +$212K | |||
| $212K | 0.05% | 884 | New | +$212K | |||
| $212K | 0.05% | 2,355 | New | +$212K | |||
| $210K | 0.05% | 1,883 | New | +$210K | |||
| $209K | 0.05% | 2,836 | New | +$209K | |||
| $209K | 0.05% | 5,568 +126 | +2% | +$4.72K | |||
| $209K | 0.05% | 5,383 -614 | -10% | -$23.8K | |||
| $206K | 0.05% | 2,535 | New | +$206K | |||
| $206K | 0.05% | 9,050 -2,432 | -21% | -$55.2K | |||
| $205K | 0.05% | 10,884 +181 | +2% | +$3.41K | |||
| $203K | 0.05% | 7,964 +51 | +0.6% | +$1.3K | |||
| $203K | 0.05% | 2,075 | New | +$203K | |||
| $202K | 0.05% | 2,422 | New | +$202K | |||
| $201K | 0.05% | 4,585 +1,951 | +74% | +$85.6K | |||
| $201K | 0.05% | 1,174 | New | +$201K | |||
| $198K | 0.05% | 5,873 | New | +$198K | |||
| $197K | 0.05% | 2,379 +11 | +0.5% | +$912 | |||
| $184K | 0.04% | 1,840 +64 | +4% | +$6.4K | |||
| $183K | 0.04% | 9,598 -663 | -6% | -$12.6K | |||
| $179K | 0.04% | 2,273 +5 | +0.2% | +$393 | |||
| $178K | 0.04% | 12,309 | New | +$178K | |||
| $177K | 0.04% | 3,050 +152 | +5% | +$8.8K | |||
| $175K | 0.04% | 2,959 +1,124 | +61% | +$66.6K |
