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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

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
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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