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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25.9K 0.01%
1,326
427
$25.8K 0.01%
105
428
$25.4K 0.01%
1,074
+2
429
$25.1K 0.01%
428
+240
430
$24.8K 0.01%
492
431
$24K 0.01%
341
+97
432
$23.4K 0.01%
1,172
-215
433
$23.3K 0.01%
215
434
$22.5K 0.01%
519
+2
435
$22.4K 0.01%
483
436
$22.4K 0.01%
+685
437
$22.4K 0.01%
201
+1
438
$22.1K 0.01%
326
-347
439
$21.9K 0.01%
318
+4
440
$21.6K 0.01%
210
+14
441
$21.6K 0.01%
+772
442
$21.5K 0.01%
904
+251
443
$21.5K 0.01%
303
444
$21.2K 0.01%
74
+17
445
$20.5K 0.01%
117
-50
446
$20.1K 0.01%
325
447
$19.2K 0.01%
+382
448
$18.9K 0.01%
+438
449
$18.9K 0.01%
335
450
$18.5K 0.01%
400
16 17
18
19 20