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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$73K 0.02%
358
352
$71.3K 0.02%
238
+1
353
$71.1K 0.02%
567
354
$69.5K 0.02%
768
355
$68.6K 0.02%
752
356
$68.1K 0.02%
437
357
$65.5K 0.02%
+1,284
358
$65.4K 0.02%
1,593
+136
359
$64.3K 0.02%
1,204
360
$63.6K 0.02%
1,495
+1,309
361
$63.1K 0.02%
1,627
+70
362
$63K 0.02%
533
+235
363
$63K 0.02%
2,638
364
$61.7K 0.02%
1,196
+585
365
$61.7K 0.02%
526
366
$60.7K 0.02%
1,113
-2
367
$59.7K 0.02%
1,035
-553
368
$59.3K 0.02%
+1,335
369
$58.2K 0.02%
1,252
370
$57.1K 0.02%
992
371
$56.9K 0.02%
2,731
372
$56.3K 0.02%
651
-318
373
$56.1K 0.02%
592
+322
374
$54.7K 0.02%
499
375
$53.3K 0.02%
642
+4
13 14
15
16 17