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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$213K 0.05%
2,610
+527
327
$213K 0.05%
+1,183
328
$212K 0.05%
+1,162
329
$212K 0.05%
+884
330
$212K 0.05%
+2,355
331
$210K 0.05%
+1,883
332
$209K 0.05%
+2,836
333
$209K 0.05%
5,568
+126
334
$209K 0.05%
5,383
-614
335
$206K 0.05%
+2,535
336
$206K 0.05%
9,050
-2,432
337
$205K 0.05%
10,884
+181
338
$203K 0.05%
7,964
+51
339
$203K 0.05%
+2,075
340
$202K 0.05%
+2,422
341
$201K 0.05%
4,585
+1,951
342
$201K 0.05%
+1,174
343
$198K 0.05%
+5,873
344
$197K 0.05%
2,379
+11
345
$184K 0.04%
1,840
+64
346
$183K 0.04%
9,598
-663
347
$179K 0.04%
2,273
+5
348
$178K 0.04%
+12,309
349
$177K 0.04%
3,050
+152
350
$175K 0.04%
2,959
+1,124
12 13
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