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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15.1K 0.01%
+131
427
$15K 0.01%
350
428
$14.6K 0.01%
286
+200
429
$14.5K 0.01%
103
+40
430
$14.2K 0.01%
+152
431
$14.1K 0.01%
+608
432
$14K 0.01%
+469
433
$14K 0.01%
+435
434
$13.9K 0.01%
+197
435
$13.9K 0.01%
343
436
$13.8K 0.01%
583
437
$13.6K 0.01%
160
+1
438
$12.7K 0.01%
650
-1,036
439
$12.3K ﹤0.01%
146
440
$12K ﹤0.01%
371
+2
441
$11.9K ﹤0.01%
360
442
$11.8K ﹤0.01%
177
443
$11.6K ﹤0.01%
354
444
$11.2K ﹤0.01%
157
-108
445
$10.6K ﹤0.01%
190
+5
446
$10.5K ﹤0.01%
98
447
$9.58K ﹤0.01%
191
-684
448
$9.46K ﹤0.01%
184
449
$9.4K ﹤0.01%
1,040
450
$8.83K ﹤0.01%
+220
16 17
18
19 20