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
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1 +$749K
2 +$745K
3 +$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1 +$1.22M
2 +$1.13M
3 +$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$29K 0.02%
177
327
$28K 0.02%
566
328
$27K 0.02%
218
329
$27K 0.02%
476
330
$27K 0.02%
+980
331
$26K 0.01%
298
332
$26K 0.01%
256
333
$25K 0.01%
340
334
$25K 0.01%
488
335
$25K 0.01%
144
+5
336
$24K 0.01%
1,201
337
$23K 0.01%
955
338
$23K 0.01%
220
339
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576
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340
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505
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$18K 0.01%
837
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$18K 0.01%
653
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$17K 0.01%
461
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$16K 0.01%
348
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$16K 0.01%
499
348
$16K 0.01%
325
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$16K 0.01%
400
350
$16K 0.01%
138
+44