FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.43M
3
+$318K
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$311K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$282K

Top Sells

1
+$3.68M
2
+$1.96M
3
+$1.68M
4
XOM icon
Exxon Mobil
XOM
+$1.41M
5
HON icon
Honeywell
HON
+$1.41M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27.8K 0.01%
456
-205
352
$27.5K 0.01%
264
+210
353
$27.2K 0.01%
297
-348
354
$27K 0.01%
647
-16
355
$26.8K 0.01%
389
356
$26.6K 0.01%
521
-90
357
$25K 0.01%
1,000
358
$24.9K 0.01%
521
-224
359
$24.8K 0.01%
485
+2
360
$24K 0.01%
1,009
+78
361
$23.9K 0.01%
566
362
$23.4K 0.01%
167
363
$22.1K 0.01%
1,249
364
$21.9K 0.01%
322
+1
365
$21.6K 0.01%
436
-56
366
$21.3K 0.01%
719
367
$21.3K 0.01%
288
-131
368
$21.2K 0.01%
301
-1,220
369
$20.9K 0.01%
+1,026
370
$20.6K 0.01%
1,069
+2
371
$20.2K 0.01%
483
-471
372
$19.9K 0.01%
105
373
$19.9K 0.01%
519
-291
374
$19.4K 0.01%
1,107
-115
375
$19.1K 0.01%
193
+150
13 14
15
16 17