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
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$745K
3
+$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$1.22M
2
+$1.13M
3
+$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K 0.01%
+684
352
$15K 0.01%
880
353
$14K 0.01%
209
+63
354
$14K 0.01%
455
355
$14K 0.01%
+504
356
$13K 0.01%
200
357
$13K 0.01%
218
358
$13K 0.01%
+601
359
$12K 0.01%
98
360
$12K 0.01%
57
361
$11K 0.01%
168
362
$11K 0.01%
312
+187
363
$10K 0.01%
+340
364
$10K 0.01%
172
365
$10K 0.01%
+189
366
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245
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367
$10K 0.01%
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368
$10K 0.01%
92
369
$10K 0.01%
+564
370
$9K 0.01%
100
371
$9K 0.01%
229
372
$9K 0.01%
+218
373
$9K 0.01%
105
374
$9K 0.01%
361
375
$8K ﹤0.01%
95
13 14
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