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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K 0.01%
205
+1
377
$18.2K 0.01%
208
-318
378
$17.9K 0.01%
335
379
$17.7K 0.01%
325
380
$17.2K 0.01%
314
381
$17.2K 0.01%
265
-941
382
$16.3K 0.01%
400
383
$15.4K 0.01%
653
384
$15.1K 0.01%
480
385
$14.7K 0.01%
343
-131
386
$14.6K 0.01%
210
-585
387
$14.6K 0.01%
124
388
$14.6K 0.01%
350
389
$13.7K 0.01%
159
-32
390
$12.7K 0.01%
583
391
$12.3K 0.01%
139
+21
392
$12.3K 0.01%
369
+1
393
$12K 0.01%
146
394
$11.7K 0.01%
177
395
$11.7K 0.01%
57
396
$11.4K 0.01%
100
-24
397
$11.4K 0.01%
360
398
$11.4K 0.01%
354
399
$10.8K 0.01%
185
+2
400
$10.6K 0.01%
98
14 15
16
17 18