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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
229
427
$7K ﹤0.01%
255
+195
428
$6K ﹤0.01%
95
429
$6K ﹤0.01%
126
+53
430
$6K ﹤0.01%
174
431
$6K ﹤0.01%
53
-26
432
$6K ﹤0.01%
194
433
$6K ﹤0.01%
76
-657
434
$6K ﹤0.01%
153
-55
435
$6K ﹤0.01%
+157
436
$6K ﹤0.01%
+186
437
$6K ﹤0.01%
+147
438
$6K ﹤0.01%
190
439
$5K ﹤0.01%
139
440
$5K ﹤0.01%
23
-152
441
$5K ﹤0.01%
70
442
$5K ﹤0.01%
53
-26
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$5K ﹤0.01%
31
444
$4K ﹤0.01%
107
445
$4K ﹤0.01%
+228
446
$4K ﹤0.01%
52
447
$4K ﹤0.01%
26
448
$4K ﹤0.01%
+61
449
$4K ﹤0.01%
138
450
$4K ﹤0.01%
109
-843
16 17
18
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