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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$24.5K 0.01%
287
-14
402
$24.5K 0.01%
521
403
$24.1K 0.01%
481
+456
404
$23.7K 0.01%
566
405
$23.7K 0.01%
483
406
$23.6K 0.01%
+1,326
407
$23.4K 0.01%
1,009
408
$21.5K 0.01%
105
409
$21.5K 0.01%
1,069
410
$21.3K 0.01%
236
+97
411
$20.5K 0.01%
303
+93
412
$20.2K 0.01%
215
-483
413
$20.1K 0.01%
594
-266
414
$20K 0.01%
1,107
415
$19.9K 0.01%
322
+196
416
$19.5K 0.01%
526
+7
417
$19.5K 0.01%
314
418
$18.8K 0.01%
205
419
$18.2K 0.01%
325
420
$17.4K 0.01%
335
421
$16.9K 0.01%
+454
422
$16.7K 0.01%
400
423
$16K 0.01%
+277
424
$15.4K 0.01%
653
425
$15.2K 0.01%
480
15 16
17
18 19