FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$977K
3
+$766K
4
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$621K
5
BME icon
BlackRock Health Sciences Trust
BME
+$618K

Top Sells

1
+$2.77M
2
+$705K
3
+$346K
4
WSBC icon
WesBanco
WSBC
+$345K
5
UPS icon
United Parcel Service
UPS
+$330K

Sector Composition

1 Technology 21.7%
2 Financials 9.38%
3 Consumer Discretionary 5.59%
4 Industrials 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$103K 0.02%
757
-327
352
$97.1K 0.02%
340
-9
353
$94.3K 0.02%
1,198
-348
354
$90.8K 0.02%
23,891
+41
355
$90.1K 0.02%
1,958
356
$87.4K 0.02%
364
-379
357
$87.1K 0.02%
802
358
$85.1K 0.02%
996
+14
359
$82.8K 0.02%
236
-4
360
$82.5K 0.02%
580
+1
361
$82.1K 0.02%
1,294
-577
362
$81.4K 0.02%
377
-27
363
$81.1K 0.02%
13,978
+587
364
$80.6K 0.02%
471
-100
365
$75.2K 0.02%
6,447
-514
366
$74K 0.02%
2,410
-1,906
367
$73.2K 0.02%
1,520
368
$71.1K 0.02%
15,129
369
$71.1K 0.02%
1,167
+17
370
$68.7K 0.02%
693
-1,915
371
$65.4K 0.01%
1,069
+7
372
$64.5K 0.01%
1,338
+13
373
$64.3K 0.01%
1,182
374
$62.6K 0.01%
1,187
+4
375
$62.1K 0.01%
770
+6
13 14
15
16 17