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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K 0.01%
837
377
$21K 0.01%
583
-530
378
$21K 0.01%
+103
379
$18K 0.01%
880
380
$18K 0.01%
653
381
$17K 0.01%
400
382
$17K 0.01%
277
+160
383
$17K 0.01%
499
384
$17K 0.01%
325
385
$17K 0.01%
226
+6
386
$16K 0.01%
220
+11
387
$16K 0.01%
200
388
$15K 0.01%
93
-71
389
$13K 0.01%
103
+5
390
$13K 0.01%
+500
391
$13K 0.01%
+160
392
$12K 0.01%
169
+1
393
$12K 0.01%
+314
394
$12K 0.01%
57
395
$12K 0.01%
350
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396
$12K 0.01%
380
-75
397
$12K 0.01%
1,040
-1,864
398
$11K 0.01%
+402
399
$10K ﹤0.01%
229
400
$10K ﹤0.01%
+67
14 15
16
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