FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $175K | 0.04% | 6,944 | – | – | |||
| $175K | 0.04% | 4,621 | – | – | |||
| $171K | 0.04% | 3,713 -875 | -19% | -$40.3K | |||
| $170K | 0.04% | 12,934 -1 | -0% | -$13 | |||
| $161K | 0.04% | 2,186 +1,924 | +734% | +$141K | |||
| $157K | 0.04% | 2,096 | – | – | |||
| $156K | 0.04% | 3,956 +51 | +1% | +$2.01K | |||
| $155K | 0.04% | 1,804 +1,354 | +301% | +$116K | |||
| $152K | 0.04% | 34,141 | – | – | |||
| $150K | 0.04% | 743 +206 | +38% | +$41.7K | |||
| $147K | 0.04% | 1,084 +256 | +31% | +$34.7K | |||
| $146K | 0.04% | 3,478 +3,323 | +2,144% | +$139K | |||
| $145K | 0.04% | 2,870 +10 | +0.4% | +$504 | |||
| $143K | 0.03% | 2,079 | – | – | |||
| $142K | 0.03% | 525 -33 | -6% | -$8.94K | |||
| $141K | 0.03% | 2,831 | – | – | |||
| $133K | 0.03% | 4,316 -253 | -6% | -$7.77K | |||
| $131K | 0.03% | 698 -31 | -4% | -$5.84K | |||
| $122K | 0.03% | 2,027 | – | – | |||
| $121K | 0.03% | 1,546 +181 | +13% | +$14.2K | |||
| $120K | 0.03% | 1,170 +637 | +120% | +$65.2K | |||
| $119K | 0.03% | 1,690 -57 | -3% | -$4.01K | |||
| $117K | 0.03% | 7,774 +112 | +1% | +$1.69K | |||
| $116K | 0.03% | 3,191 +36 | +1% | +$1.31K | |||
| $111K | 0.03% | 11,035 -2,957 | -21% | -$29.7K |
