FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.66M
3
+$1.64M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.4M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$4.1M
2
+$2.5M
3
+$2.05M
4
PM icon
Philip Morris
PM
+$1.89M
5
T icon
AT&T
T
+$1.55M

Sector Composition

1 Technology 17.77%
2 Financials 11.05%
3 Consumer Discretionary 7.99%
4 Healthcare 7.02%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$42K 0.02%
+730
352
$42K 0.02%
424
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353
$42K 0.02%
952
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354
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355
$39K 0.02%
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356
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357
$38K 0.02%
+1,353
358
$38K 0.02%
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359
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-541
360
$38K 0.02%
751
361
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585
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362
$37K 0.02%
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363
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606
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364
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365
$36K 0.02%
380
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366
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175
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367
$36K 0.02%
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368
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369
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371
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372
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364
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373
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374
$33K 0.02%
386
375
$32K 0.02%
407
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