FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$47K 0.02%
1,283
327
$47K 0.02%
858
-932
328
$47K 0.02%
423
329
$47K 0.02%
11,500
330
$46K 0.02%
386
331
$44K 0.02%
693
332
$44K 0.02%
954
333
$43K 0.02%
2,600
+14
334
$43K 0.02%
751
+135
335
$42K 0.02%
2,171
-780
336
$42K 0.02%
1,166
337
$41K 0.02%
164
-14
338
$40K 0.02%
1,200
339
$40K 0.02%
600
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340
$37K 0.02%
294
341
$35K 0.02%
560
-70
342
$34K 0.02%
305
343
$34K 0.02%
646
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344
$34K 0.02%
147
345
$34K 0.02%
390
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346
$33K 0.01%
298
347
$33K 0.01%
566
348
$33K 0.01%
271
349
$32K 0.01%
249
350
$32K 0.01%
476
12 13
14
15 16