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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10.6K 0.01%
105
402
$9.76K ﹤0.01%
1,040
403
$9.17K ﹤0.01%
184
404
$9.14K ﹤0.01%
188
405
$8.67K ﹤0.01%
229
406
$8.66K ﹤0.01%
63
-11
407
$8.28K ﹤0.01%
361
408
$8.26K ﹤0.01%
90
-141
409
$8.22K ﹤0.01%
168
410
$7.42K ﹤0.01%
126
411
$7.25K ﹤0.01%
235
-20
412
$6.96K ﹤0.01%
190
413
$6.86K ﹤0.01%
53
414
$6.81K ﹤0.01%
186
415
$6.54K ﹤0.01%
147
416
$6.3K ﹤0.01%
95
417
$6.14K ﹤0.01%
58
-970
418
$5.77K ﹤0.01%
170
-730
419
$5.74K ﹤0.01%
154
420
$5.63K ﹤0.01%
32
421
$5.22K ﹤0.01%
23
422
$4.81K ﹤0.01%
26
423
$4.67K ﹤0.01%
61
424
$4.49K ﹤0.01%
86
-229
425
$4.45K ﹤0.01%
70
15 16
17
18 19