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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43.4K 0.02%
693
352
$43.2K 0.02%
1,284
353
$43K 0.02%
629
-11
354
$42.9K 0.02%
1,020
355
$42.1K 0.02%
673
356
$41.9K 0.02%
632
357
$41.9K 0.02%
505
+127
358
$40.9K 0.02%
751
359
$40.8K 0.02%
884
360
$40.7K 0.02%
1,750
361
$39.5K 0.02%
344
+50
362
$39.5K 0.02%
525
+6
363
$39K 0.02%
364
+66
364
$39K 0.02%
2,896
+246
365
$38.7K 0.02%
938
366
$37K 0.01%
317
367
$37K 0.01%
592
-176
368
$35.7K 0.01%
370
+177
369
$35.3K 0.01%
408
-1,216
370
$35.3K 0.01%
3,103
+24
371
$35K 0.01%
340
+76
372
$34.4K 0.01%
356
+28
373
$33.6K 0.01%
639
-294
374
$32.9K 0.01%
143
375
$32.7K 0.01%
437
+6
13 14
15
16 17