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
$229M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$271K
3
+$250K
4
PNNT
Pennant Park Investment Corp
PNNT
+$236K
5
PCF
High Income Securities Fund
PCF
+$220K

Top Sells

1
+$599K
2
+$589K
3
+$492K
4
SO icon
Southern Company
SO
+$366K
5
AMZN icon
Amazon
AMZN
+$340K

Sector Composition

1 Technology 22.61%
2 Financials 9.2%
3 Healthcare 6.84%
4 Consumer Discretionary 5.98%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31.1K 0.01%
2,845
-258
352
$30.9K 0.01%
336
-1,051
353
$30.1K 0.01%
298
-66
354
$30.1K 0.01%
1,646
+14
355
$29.9K 0.01%
2,123
356
$29.7K 0.01%
611
-565
357
$29.3K 0.01%
437
358
$29.3K 0.01%
420
-256
359
$28.3K 0.01%
482
+6
360
$28K 0.01%
+1,612
361
$27.4K 0.01%
389
362
$27.4K 0.01%
421
-35
363
$26.7K 0.01%
651
+9
364
$26.6K 0.01%
367
365
$26.4K 0.01%
648
366
$26.2K 0.01%
342
-2
367
$25.7K 0.01%
1,069
368
$25.3K 0.01%
278
369
$25.2K 0.01%
487
370
$24.9K 0.01%
189
-1,548
371
$24.5K 0.01%
492
-27
372
$24.1K 0.01%
417
373
$23.9K 0.01%
167
374
$23.8K 0.01%
1,000
375
$23.6K 0.01%
266
-74
13 14
15
16 17