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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$53K 0.03%
+3,576
327
$52K 0.03%
524
+13
328
$52K 0.03%
552
-189
329
$51K 0.03%
+809
330
$51K 0.03%
721
+101
331
$50K 0.02%
575
332
$50K 0.02%
+461
333
$49K 0.02%
1,158
-2,496
334
$49K 0.02%
791
-357
335
$46K 0.02%
751
336
$45K 0.02%
386
337
$44K 0.02%
954
338
$44K 0.02%
+1,734
339
$42K 0.02%
+1,690
340
$42K 0.02%
390
-64
341
$42K 0.02%
693
342
$41K 0.02%
+2,136
343
$41K 0.02%
10,000
344
$40K 0.02%
1,540
345
$40K 0.02%
1,200
-54
346
$40K 0.02%
383
-650
347
$39K 0.02%
1,679
348
$37K 0.02%
294
349
$36K 0.02%
271
350
$36K 0.02%
+165
12 13
14
15 16