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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$34.5K 0.01%
417
402
$33.7K 0.01%
595
+11
403
$33.1K 0.01%
389
404
$32.9K 0.01%
780
+45
405
$31.3K 0.01%
611
-585
406
$30.9K 0.01%
476
407
$30.3K 0.01%
421
408
$30.1K 0.01%
492
+2
409
$30K 0.01%
427
-30
410
$29.8K 0.01%
599
-350
411
$29.3K 0.01%
1,467
+10
412
$28.7K 0.01%
2,489
-42
413
$28.7K 0.01%
367
414
$28.5K 0.01%
555
415
$28.3K 0.01%
256
416
$27.9K 0.01%
531
-582
417
$27.2K 0.01%
995
418
$27.1K 0.01%
231
419
$27K 0.01%
566
420
$27K 0.01%
537
421
$25.9K 0.01%
256
-93
422
$25.8K 0.01%
617
-31
423
$25.5K 0.01%
1,326
424
$24.8K 0.01%
105
425
$24.8K 0.01%
492
15 16
17
18 19