FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.13M
3
+$1.55M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.35M
5
O icon
Realty Income
O
+$1.21M

Top Sells

1
+$3.7M
2
+$2.43M
3
+$1.83M
4
MO icon
Altria Group
MO
+$1.65M
5
T icon
AT&T
T
+$1.63M

Sector Composition

1 Technology 17.77%
2 Financials 11.05%
3 Consumer Discretionary 7.99%
4 Healthcare 7.02%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K 0.01%
+357
427
$12K 0.01%
298
+3
428
$12K 0.01%
+95
429
$12K 0.01%
220
-827
430
$12K 0.01%
+401
431
$11K 0.01%
103
-202
432
$11K 0.01%
220
-638
433
$11K 0.01%
407
+1
434
$10K 0.01%
180
+7
435
$10K 0.01%
220
436
$10K 0.01%
56
437
$9K ﹤0.01%
79
+12
438
$9K ﹤0.01%
+612
439
$9K ﹤0.01%
+2,575
440
$9K ﹤0.01%
361
441
$9K ﹤0.01%
79
-54
442
$8K ﹤0.01%
184
443
$8K ﹤0.01%
229
444
$8K ﹤0.01%
131
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445
$8K ﹤0.01%
+174
446
$8K ﹤0.01%
168
447
$8K ﹤0.01%
+80
448
$8K ﹤0.01%
+352
449
$8K ﹤0.01%
208
+44
450
$7K ﹤0.01%
194
16 17
18
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