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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36K 0.02%
2,216
352
$36K 0.02%
488
353
$35K 0.02%
599
+530
354
$35K 0.02%
780
-874
355
$33K 0.02%
298
356
$33K 0.02%
+1,293
357
$32K 0.02%
1,201
358
$32K 0.02%
566
359
$32K 0.02%
427
360
$32K 0.02%
218
361
$31K 0.02%
423
-56
362
$31K 0.02%
128
-16
363
$30K 0.01%
177
364
$30K 0.01%
340
365
$29K 0.01%
+823
366
$29K 0.01%
+848
367
$29K 0.01%
1,150
-275
368
$29K 0.01%
366
-987
369
$29K 0.01%
476
370
$27K 0.01%
1,177
-455
371
$26K 0.01%
256
372
$24K 0.01%
505
-71
373
$23K 0.01%
400
+285
374
$23K 0.01%
533
+28
375
$21K 0.01%
563
+102
13 14
15
16 17