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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
400
402
$14K 0.01%
+426
403
$14K 0.01%
653
404
$13K 0.01%
124
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405
$12K 0.01%
152
406
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+157
407
$12K 0.01%
128
408
$12K 0.01%
+195
409
$12K 0.01%
583
410
$12K 0.01%
303
+5
411
$11K 0.01%
+146
412
$11K 0.01%
220
413
$11K 0.01%
357
414
$11K 0.01%
408
+1
415
$10K 0.01%
+354
416
$10K 0.01%
98
-5
417
$10K 0.01%
74
-299
418
$10K 0.01%
+57
419
$10K 0.01%
118
-246
420
$9K ﹤0.01%
+105
421
$8K ﹤0.01%
+188
422
$8K ﹤0.01%
184
423
$8K ﹤0.01%
182
+2
424
$8K ﹤0.01%
168
425
$8K ﹤0.01%
361
15 16
17
18 19