FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K 0.01%
118
+18
377
$13K 0.01%
57
378
$13K 0.01%
200
379
$13K 0.01%
295
+3
380
$12K 0.01%
173
381
$12K 0.01%
354
382
$12K 0.01%
250
383
$12K 0.01%
74
384
$12K 0.01%
1,040
385
$11K ﹤0.01%
105
386
$11K ﹤0.01%
361
387
$11K ﹤0.01%
56
388
$11K ﹤0.01%
406
+1
389
$10K ﹤0.01%
+184
390
$10K ﹤0.01%
229
391
$10K ﹤0.01%
170
392
$10K ﹤0.01%
528
-808
393
$10K ﹤0.01%
323
394
$10K ﹤0.01%
92
395
$10K ﹤0.01%
108
+74
396
$9K ﹤0.01%
168
397
$9K ﹤0.01%
67
398
$9K ﹤0.01%
255
399
$8K ﹤0.01%
228
+28
400
$8K ﹤0.01%
147
14 15
16
17 18