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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
105
402
$10K ﹤0.01%
189
403
$10K ﹤0.01%
100
404
$10K ﹤0.01%
+316
405
$10K ﹤0.01%
92
406
$10K ﹤0.01%
+55
407
$10K ﹤0.01%
263
-49
408
$10K ﹤0.01%
+406
409
$9K ﹤0.01%
172
410
$9K ﹤0.01%
300
411
$9K ﹤0.01%
147
412
$9K ﹤0.01%
361
413
$9K ﹤0.01%
140
-78
414
$9K ﹤0.01%
45
-465
415
$9K ﹤0.01%
224
+167
416
$8K ﹤0.01%
95
417
$8K ﹤0.01%
+269
418
$8K ﹤0.01%
190
-55
419
$8K ﹤0.01%
+229
420
$7K ﹤0.01%
148
-200
421
$7K ﹤0.01%
140
422
$7K ﹤0.01%
70
423
$7K ﹤0.01%
24
+21
424
$6K ﹤0.01%
23
425
$6K ﹤0.01%
+116
15 16
17
18 19