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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$40.3K 0.01%
426
+362
402
$39.1K 0.01%
2,477
+40
403
$38.4K 0.01%
294
404
$36.7K 0.01%
743
405
$33.8K 0.01%
584
-22
406
$33.7K 0.01%
389
407
$33.1K 0.01%
457
+20
408
$32.6K 0.01%
125
+87
409
$31.4K 0.01%
476
-6
410
$31.2K 0.01%
417
411
$31.2K 0.01%
490
+1
412
$30.5K 0.01%
421
+1
413
$30.4K 0.01%
367
414
$30.1K 0.01%
2,531
-357
415
$29.8K 0.01%
1,457
-204
416
$29.5K 0.01%
648
417
$29.2K 0.01%
256
418
$28.5K 0.01%
+735
419
$28.2K 0.01%
+555
420
$27.4K 0.01%
566
421
$27.3K 0.01%
537
+56
422
$27.2K 0.01%
1,249
423
$26.9K 0.01%
995
-138
424
$26.8K 0.01%
231
-49
425
$26.6K 0.01%
113
+93
15 16
17
18 19