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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$38.6K 0.02%
666
-749
327
$36.6K 0.02%
2,650
+40
328
$36.5K 0.02%
317
-109
329
$35.7K 0.02%
938
330
$35.3K 0.02%
3,079
-1,908
331
$34.5K 0.02%
691
-1
332
$33.6K 0.02%
412
333
$33K 0.02%
431
-93
334
$32.5K 0.02%
743
335
$32.5K 0.02%
182
-67
336
$32.5K 0.02%
1,686
337
$32.3K 0.02%
294
338
$32.1K 0.02%
851
339
$31.3K 0.02%
622
340
$31.1K 0.02%
1,621
-247
341
$31K 0.02%
143
-21
342
$30.8K 0.02%
1,139
343
$30.8K 0.02%
860
-1,247
344
$30.5K 0.02%
332
-33
345
$30.5K 0.02%
378
346
$30.4K 0.02%
298
347
$29.9K 0.01%
544
+18
348
$29.5K 0.01%
476
349
$29.4K 0.01%
328
+72
350
$28.3K 0.01%
389
-390
12 13
14
15 16