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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63K 0.02%
3,409
327
$62.3K 0.02%
638
+430
328
$62.3K 0.02%
567
+119
329
$61.8K 0.02%
+817
330
$60.5K 0.02%
437
-365
331
$59.5K 0.02%
1,176
+655
332
$58.5K 0.02%
+1,273
333
$57.7K 0.02%
1,252
334
$57K 0.02%
1,115
+1,065
335
$56.5K 0.02%
992
336
$55.9K 0.02%
732
-237
337
$54K 0.02%
499
338
$52.8K 0.02%
+668
339
$51.9K 0.02%
339
340
$51.8K 0.02%
2,731
+141
341
$51.1K 0.02%
273
+91
342
$50.6K 0.02%
1,996
+28
343
$49.9K 0.02%
1,389
344
$49.7K 0.02%
3,413
+22
345
$49.1K 0.02%
676
+388
346
$48.9K 0.02%
1,578
-76
347
$46.7K 0.02%
845
348
$45.9K 0.02%
2,935
+270
349
$44.2K 0.02%
857
+51
350
$43.5K 0.02%
1,200
12 13
14
15 16