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
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$745K
3
+$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$1.22M
2
+$1.13M
3
+$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
147
377
$8K ﹤0.01%
+115
378
$7K ﹤0.01%
101
379
$7K ﹤0.01%
117
380
$6K ﹤0.01%
94
381
$6K ﹤0.01%
70
382
$6K ﹤0.01%
23
383
$6K ﹤0.01%
300
384
$6K ﹤0.01%
200
385
$6K ﹤0.01%
100
386
$5K ﹤0.01%
140
387
$5K ﹤0.01%
+57
388
$5K ﹤0.01%
310
389
$5K ﹤0.01%
69
390
$5K ﹤0.01%
73
391
$4K ﹤0.01%
20
392
$4K ﹤0.01%
103
-83
393
$4K ﹤0.01%
+73
394
$4K ﹤0.01%
+150
395
$4K ﹤0.01%
26
396
$4K ﹤0.01%
61
397
$4K ﹤0.01%
61
398
$3K ﹤0.01%
101
399
$3K ﹤0.01%
184
400
$3K ﹤0.01%
33
14 15
16
17 18