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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$96K 0.03%
1,056
327
$95.5K 0.03%
+10,727
328
$93.5K 0.03%
1,220
+55
329
$93K 0.03%
1,850
+850
330
$91.5K 0.03%
352
+9
331
$91.4K 0.03%
3,260
+16
332
$90.8K 0.03%
1,065
-95
333
$89.4K 0.03%
3,809
334
$89.3K 0.03%
18,995
-5,737
335
$88K 0.03%
2,730
+2,250
336
$87.9K 0.03%
5,198
+460
337
$87.3K 0.03%
694
+1
338
$87.1K 0.03%
414
+123
339
$85.2K 0.03%
4,169
+732
340
$85.2K 0.03%
253
-183
341
$84.9K 0.03%
3,524
+954
342
$84.8K 0.03%
1,448
343
$84.4K 0.03%
766
+131
344
$82.9K 0.02%
5,355
+520
345
$81.6K 0.02%
1,803
346
$80.5K 0.02%
1,695
347
$78.3K 0.02%
1,527
+1,332
348
$77.3K 0.02%
995
+71
349
$75.9K 0.02%
+950
350
$74.8K 0.02%
+832
12 13
14
15 16