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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$110K 0.03%
1,871
-54
377
$109K 0.03%
2,997
-57
378
$109K 0.03%
1,588
+1,487
379
$109K 0.03%
7,520
+30
380
$107K 0.03%
2,121
381
$107K 0.03%
4,500
+4,000
382
$106K 0.03%
1,406
+128
383
$105K 0.03%
+13,208
384
$103K 0.02%
991
+1
385
$97.4K 0.02%
4,160
+355
386
$96.7K 0.02%
4,207
+1
387
$96.5K 0.02%
1,886
-15
388
$94.2K 0.02%
778
+3
389
$92.6K 0.02%
1,747
+51
390
$92.3K 0.02%
2,977
+10
391
$91K 0.02%
971
+5
392
$89.8K 0.02%
349
+9
393
$89.5K 0.02%
1,575
+375
394
$89.4K 0.02%
+23,850
395
$88.5K 0.02%
995
396
$85.9K 0.02%
1,958
-3
397
$84.8K 0.02%
1,074
+96
398
$84.7K 0.02%
571
-200
399
$81.5K 0.02%
6,961
+39
400
$80.6K 0.02%
404
+94
14 15
16
17 18