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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$67.1K 0.02%
526
352
$66.3K 0.02%
752
353
$65.7K 0.02%
437
354
$64.9K 0.02%
1,222
+18
355
$63.8K 0.02%
1,139
-309
356
$63.8K 0.02%
1,495
357
$62.6K 0.02%
2,602
-922
358
$61.6K 0.02%
543
+10
359
$61.4K 0.02%
1,442
-151
360
$61.3K 0.02%
1,200
-84
361
$61.1K 0.02%
193
-60
362
$59.6K 0.02%
1,040
+5
363
$58.3K 0.02%
2,731
364
$57.5K 0.02%
746
-249
365
$57.4K 0.02%
1,252
366
$56.4K 0.02%
992
367
$54.7K 0.02%
2,584
+112
368
$54.3K 0.02%
2,287
-351
369
$53.2K 0.02%
+722
370
$52.2K 0.02%
339
371
$52.2K 0.02%
499
372
$52K 0.02%
645
+3
373
$51.5K 0.02%
1,968
374
$49.5K 0.01%
512
375
$48.2K 0.01%
1,054
13 14
15
16 17