FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
205
-344
402
$8K ﹤0.01%
190
403
$8K ﹤0.01%
336
404
$8K ﹤0.01%
164
405
$7K ﹤0.01%
95
406
$7K ﹤0.01%
143
407
$7K ﹤0.01%
194
+13
408
$7K ﹤0.01%
76
-3,608
409
$6K ﹤0.01%
23
410
$6K ﹤0.01%
31
411
$5K ﹤0.01%
52
+1
412
$5K ﹤0.01%
72
413
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26
414
$5K ﹤0.01%
61
415
$5K ﹤0.01%
71
416
$5K ﹤0.01%
161
+1
417
$4K ﹤0.01%
138
418
$4K ﹤0.01%
61
419
$4K ﹤0.01%
20
420
$3K ﹤0.01%
43
421
$3K ﹤0.01%
40
422
$3K ﹤0.01%
50
423
$3K ﹤0.01%
100
424
$3K ﹤0.01%
120
425
$3K ﹤0.01%
126
15 16
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