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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$175K 0.04%
6,944
352
$175K 0.04%
4,621
353
$171K 0.04%
3,713
-875
354
$170K 0.04%
12,934
-1
355
$161K 0.04%
2,186
+1,924
356
$157K 0.04%
2,096
357
$156K 0.04%
3,956
+51
358
$155K 0.04%
1,804
+1,354
359
$152K 0.04%
34,141
360
$150K 0.04%
743
+206
361
$147K 0.04%
1,084
+256
362
$146K 0.04%
3,478
+3,323
363
$145K 0.04%
2,870
+10
364
$143K 0.03%
2,079
365
$142K 0.03%
525
-33
366
$141K 0.03%
2,831
367
$133K 0.03%
4,316
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368
$131K 0.03%
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-31
369
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2,027
370
$121K 0.03%
1,546
+181
371
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1,170
+637
372
$119K 0.03%
1,690
-57
373
$117K 0.03%
7,774
+112
374
$116K 0.03%
3,191
+36
375
$111K 0.03%
11,035
-2,957
13 14
15
16 17