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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$92.6K 0.03%
1,065
327
$91.6K 0.03%
3,312
+52
328
$91.5K 0.03%
2,730
329
$90.8K 0.03%
1,850
330
$89.8K 0.03%
1,056
331
$89.4K 0.03%
973
-133
332
$89.1K 0.03%
20,668
+1,673
333
$88.5K 0.03%
3,809
334
$87.8K 0.03%
1,145
-75
335
$86.8K 0.03%
5,412
+214
336
$85.6K 0.03%
1,803
337
$83.6K 0.02%
769
+3
338
$83K 0.02%
5,520
+165
339
$78.5K 0.02%
1,695
340
$78.4K 0.02%
1,530
+3
341
$77.3K 0.02%
10,388
-2,192
342
$76.3K 0.02%
+2,940
343
$74.8K 0.02%
950
344
$74.7K 0.02%
625
-69
345
$73.5K 0.02%
238
346
$72.6K 0.02%
358
347
$72.1K 0.02%
832
348
$68.5K 0.02%
567
349
$67.7K 0.02%
768
350
$67.6K 0.02%
3,392
-777
12 13
14
15 16