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
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.44M
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
UCB
United Community Banks
UCB
+$274K

Top Sells

1
+$4.12M
2
+$2.15M
3
+$1.74M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
HON icon
Honeywell
HON
+$1.37M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.43K ﹤0.01%
53
427
$4.25K ﹤0.01%
91
-48
428
$4.22K ﹤0.01%
71
429
$4.1K ﹤0.01%
72
430
$4.07K ﹤0.01%
125
431
$3.9K ﹤0.01%
20
432
$3.81K ﹤0.01%
50
-26
433
$3.7K ﹤0.01%
138
434
$3.67K ﹤0.01%
89
-20
435
$3.24K ﹤0.01%
42
436
$2.93K ﹤0.01%
48
437
$2.76K ﹤0.01%
100
438
$2.47K ﹤0.01%
50
-1,205
439
$2.13K ﹤0.01%
30
440
$1.77K ﹤0.01%
33
441
$1.7K ﹤0.01%
29
-14
442
$1.65K ﹤0.01%
27
-13
443
$1.58K ﹤0.01%
90
444
$1.56K ﹤0.01%
23
445
$1.45K ﹤0.01%
160
446
$1.36K ﹤0.01%
66
-54
447
$1.26K ﹤0.01%
25
-456
448
$1.23K ﹤0.01%
36
-204
449
$1.06K ﹤0.01%
15
450
$635 ﹤0.01%
33
16 17
18
19 20