FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$977K
3
+$766K
4
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$621K
5
BME icon
BlackRock Health Sciences Trust
BME
+$618K

Top Sells

1
+$2.77M
2
+$705K
3
+$346K
4
WSBC icon
WesBanco
WSBC
+$345K
5
UPS icon
United Parcel Service
UPS
+$330K

Sector Composition

1 Technology 21.7%
2 Financials 9.38%
3 Consumer Discretionary 5.59%
4 Industrials 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$39.5K 0.01%
900
-2,708
402
$39.5K 0.01%
234
+1
403
$39.1K 0.01%
294
404
$37K 0.01%
333
405
$36.2K 0.01%
406
-218
406
$35.7K 0.01%
710
-33
407
$35.6K 0.01%
2,252
+29
408
$35.5K 0.01%
438
-290
409
$34.3K 0.01%
1,740
+40
410
$33.2K 0.01%
300
411
$32.6K 0.01%
370
-156
412
$31.4K 0.01%
555
+280
413
$30.8K 0.01%
1,507
+10
414
$30.7K 0.01%
555
415
$30.6K 0.01%
603
416
$29.8K 0.01%
106
-100
417
$29.8K 0.01%
1,422
-185
418
$29.1K 0.01%
2,611
+31
419
$27.8K 0.01%
709
420
$26.5K 0.01%
535
+3
421
$26.3K 0.01%
416
+159
422
$26K 0.01%
282
423
$25.8K 0.01%
247
-502
424
$25.3K 0.01%
+1,800
425
$25K 0.01%
324
15 16
17
18 19