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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32.3K 0.01%
584
+40
377
$31.8K 0.01%
743
378
$31.8K 0.01%
1,632
+11
379
$31.7K 0.01%
851
380
$31.4K 0.01%
648
-43
381
$30.5K 0.01%
2,123
-799
382
$29.9K 0.01%
476
383
$29.3K 0.01%
456
384
$29.3K 0.01%
1,127
-12
385
$29.2K 0.01%
+1,032
386
$29.1K 0.01%
988
+269
387
$28.3K 0.01%
+367
388
$27.8K 0.01%
389
389
$27.6K 0.01%
344
+22
390
$27.5K 0.01%
289
+199
391
$26.9K 0.01%
522
+334
392
$26.8K 0.01%
242
+142
393
$26.6K 0.01%
642
-5
394
$26.1K 0.01%
487
+2
395
$25.9K 0.01%
417
-382
396
$25.8K 0.01%
519
+83
397
$25.2K 0.01%
278
-19
398
$25K 0.01%
1,000
399
$24.9K 0.01%
167
400
$24.8K 0.01%
1,249
14 15
16
17 18