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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$24K 0.01%
877
-359
377
$23K 0.01%
+1,000
378
$23K 0.01%
310
379
$23K 0.01%
+10,000
380
$23K 0.01%
481
-67
381
$22K 0.01%
481
+2
382
$21K 0.01%
483
383
$21K 0.01%
117
-2,545
384
$20K 0.01%
+1,249
385
$20K 0.01%
1,222
+551
386
$20K 0.01%
256
-592
387
$20K 0.01%
1,990
388
$20K 0.01%
+688
389
$19K 0.01%
231
-77
390
$18K 0.01%
204
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391
$18K 0.01%
321
+101
392
$17K 0.01%
300
-12
393
$16K 0.01%
189
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394
$16K 0.01%
325
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395
$16K 0.01%
471
-42
396
$16K 0.01%
104
-275
397
$15K 0.01%
1,065
+1
398
$15K 0.01%
312
399
$14K 0.01%
+335
400
$14K 0.01%
350
14 15
16
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