FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $60.3K | 0.01% | 764 +4 | +0.5% | +$315 | |||
| $59.5K | 0.01% | 728 +196 | +37% | +$16K | |||
| $58.2K | 0.01% | 2,393 +11 | +0.5% | +$268 | |||
| $58K | 0.01% | 341 | – | – | |||
| $57.9K | 0.01% | 1,325 | – | – | |||
| $57.8K | 0.01% | 1,269 +6 | +0.5% | +$273 | |||
| $56.6K | 0.01% | 1,006 +5 | +0.5% | +$281 | |||
| $56.6K | 0.01% | 259 -99 | -28% | -$21.6K | |||
| $56.5K | 0.01% | 624 +73 | +13% | +$6.61K | |||
| $54.6K | 0.01% | 1,070 -134 | -11% | -$6.84K | |||
| $53.9K | 0.01% | 658 +4 | +0.6% | +$327 | |||
| $53.2K | 0.01% | 1,728 +1,633 | +1,719% | +$50.3K | |||
| $51.8K | 0.01% | 500 | – | – | |||
| $51.1K | 0.01% | 206 +100 | +94% | +$24.8K | |||
| $50.3K | 0.01% | 615 +86 | +16% | +$7.03K | |||
| $50.2K | 0.01% | 1,000 | New | +$50.2K | |||
| $49.6K | 0.01% | 1,325 | New | +$49.6K | |||
| $49.4K | 0.01% | 323 +1 | +0.3% | +$153 | |||
| $48.9K | 0.01% | 553 +396 | +252% | +$35K | |||
| $48.3K | 0.01% | 184 | – | – | |||
| $47.9K | 0.01% | 526 -16 | -3% | -$1.46K | |||
| $46.4K | 0.01% | 606 +60 | +11% | +$4.59K | |||
| $45.9K | 0.01% | 703 +3 | +0.4% | +$196 | |||
| $45.6K | 0.01% | 751 | – | – | |||
| $44.7K | 0.01% | 349 +296 | +558% | +$37.9K |
