FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $80.2K | 0.02% | 982 | – | – | |||
| $80.2K | 0.02% | 802 -563 | -41% | -$56.3K | |||
| $79K | 0.02% | 749 -83 | -10% | -$8.75K | |||
| $78.9K | 0.02% | 710 | – | – | |||
| $78.5K | 0.02% | 1,304 +163 | +14% | +$9.81K | |||
| $77.4K | 0.02% | 12,843 +261 | +2% | +$1.57K | |||
| $77.3K | 0.02% | 13,391 | New | +$77.3K | |||
| $77.2K | 0.02% | 2,948 +8 | +0.3% | +$210 | |||
| $76.3K | 0.02% | 240 | – | – | |||
| $75.4K | 0.02% | 579 | – | – | |||
| $73.2K | 0.02% | 832 | – | – | |||
| $72.7K | 0.02% | 1,570 +95 | +6% | +$4.4K | |||
| $72K | 0.02% | 572 +2 | +0.4% | +$252 | |||
| $71.6K | 0.02% | 776 +2 | +0.3% | +$185 | |||
| $70.4K | 0.02% | 15,129 | New | +$70.4K | |||
| $69.6K | 0.02% | 1,520 | – | – | |||
| $67K | 0.02% | 527 | – | – | |||
| $65.4K | 0.02% | 1,062 +4 | +0.4% | +$246 | |||
| $65.3K | 0.02% | 545 | – | – | |||
| $63.8K | 0.02% | 1,150 | – | – | |||
| $63.4K | 0.02% | 489 +2 | +0.4% | +$259 | |||
| $62.9K | 0.02% | 756 +1 | +0.1% | +$83 | |||
| $62K | 0.01% | 869 +844 | +3,376% | +$60.2K | |||
| $62K | 0.01% | 1,183 -354 | -23% | -$18.5K | |||
| $61.2K | 0.01% | 1,182 | – | – |
