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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$52.9K 0.02%
1,968
377
$52.1K 0.02%
339
378
$49K 0.01%
1,054
+170
379
$48K 0.01%
1,750
380
$47.7K 0.01%
+512
381
$47.7K 0.01%
970
-80
382
$47.5K 0.01%
693
383
$47.4K 0.01%
360
+2
384
$47K 0.01%
492
-4
385
$45.7K 0.01%
888
+7
386
$45.3K 0.01%
949
+11
387
$45K 0.01%
+200
388
$44.7K 0.01%
1,200
389
$44.3K 0.01%
1,284
390
$44K 0.01%
751
391
$43.8K 0.01%
2,472
+9
392
$42.3K 0.01%
642
+4
393
$42.2K 0.01%
320
+1
394
$41.9K 0.01%
525
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395
$41.8K 0.01%
450
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396
$41.4K 0.01%
1,041
-522
397
$40.7K 0.01%
+600
398
$40.7K 0.01%
540
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399
$40.5K 0.01%
531
+1
400
$40.4K 0.01%
349
+135
14 15
16
17 18