FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31K 0.01%
313
-238
352
$30K 0.01%
1,351
+11
353
$29K 0.01%
497
354
$29K 0.01%
177
355
$28K 0.01%
310
356
$26K 0.01%
256
357
$26K 0.01%
477
358
$26K 0.01%
481
359
$25K 0.01%
1,222
+327
360
$24K 0.01%
231
+16
361
$24K 0.01%
837
362
$20K 0.01%
400
363
$20K 0.01%
104
364
$19K 0.01%
573
+3
365
$19K 0.01%
325
366
$19K 0.01%
583
367
$18K 0.01%
133
-57
368
$17K 0.01%
880
369
$16K 0.01%
185
+2
370
$16K 0.01%
246
371
$16K 0.01%
653
372
$15K 0.01%
152
373
$14K 0.01%
128
-105
374
$14K 0.01%
350
375
$14K 0.01%
220
13 14
15
16 17