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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$45K 0.02%
795
+210
327
$45K 0.02%
2,731
328
$43K 0.02%
1,283
329
$43K 0.02%
873
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330
$43K 0.02%
448
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331
$43K 0.02%
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-448
332
$43K 0.02%
409
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333
$42K 0.02%
869
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334
$42K 0.02%
526
335
$42K 0.02%
1,056
-3,536
336
$41K 0.02%
249
-96
337
$40K 0.02%
937
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338
$40K 0.02%
318
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339
$39K 0.02%
693
340
$39K 0.02%
424
341
$39K 0.02%
884
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342
$38K 0.02%
524
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343
$37K 0.02%
660
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344
$37K 0.02%
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345
$37K 0.02%
612
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346
$35K 0.02%
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347
$35K 0.02%
+692
348
$35K 0.02%
678
-621
349
$35K 0.02%
719
350
$35K 0.02%
926
12 13
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