FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
1-Year Return
17.59%
This Quarter Return
-4.99%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$196M
AUM Growth
-$702K
(-0.36%)
Cap. Flow
+$9.13M
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
564
New
64
Increased
174
Reduced
153
Closed
88
Top Buys
| 1 |
Apple
AAPL
|
$3.59M |
| 2 |
Duke Energy
DUK
|
$2.21M |
| 3 |
Altria Group
MO
|
$1.7M |
| 4 |
Philip Morris
PM
|
$1.59M |
| 5 |
AbbVie
ABBV
|
$1.37M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.68M |
| 2 |
NVIDIA
NVDA
|
$1.56M |
| 3 |
Costco
COST
|
$1.5M |
| 4 |
Realty Income
O
|
$1.08M |
| 5 |
Charles Schwab
SCHW
|
$971K |
Sector Composition
| 1 | Technology | 18.43% |
| 2 | Financials | 10.44% |
| 3 | Healthcare | 7.91% |
| 4 | Consumer Discretionary | 6.46% |
| 5 | Consumer Staples | 6.21% |
