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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$80.2K 0.02%
982
402
$80.2K 0.02%
802
-563
403
$79K 0.02%
749
-83
404
$78.9K 0.02%
710
405
$78.5K 0.02%
1,304
+163
406
$77.4K 0.02%
12,843
+261
407
$77.3K 0.02%
+13,391
408
$77.2K 0.02%
2,948
+8
409
$76.3K 0.02%
240
410
$75.4K 0.02%
579
411
$73.2K 0.02%
832
412
$72.7K 0.02%
1,570
+95
413
$72K 0.02%
572
+2
414
$71.6K 0.02%
776
+2
415
$70.3K 0.02%
+15,129
416
$69.6K 0.02%
1,520
417
$67K 0.02%
527
418
$65.4K 0.02%
1,062
+4
419
$65.3K 0.02%
545
420
$63.8K 0.02%
1,150
421
$63.4K 0.02%
489
+2
422
$62.9K 0.02%
756
+1
423
$62K 0.02%
869
+844
424
$62K 0.02%
1,183
-354
425
$61.2K 0.01%
1,182
15 16
17
18 19