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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.6K 0.01%
1,249
427
$24.2K 0.01%
1,230
+58
428
$24K 0.01%
1,077
+3
429
$23.3K 0.01%
74
430
$23K 0.01%
318
431
$22.6K 0.01%
483
432
$22.2K 0.01%
215
433
$22K 0.01%
326
434
$21.7K 0.01%
523
+4
435
$21.3K 0.01%
685
436
$21K 0.01%
303
437
$20.4K 0.01%
210
438
$20.3K 0.01%
201
439
$19.9K 0.01%
325
440
$18.5K 0.01%
335
441
$18.2K 0.01%
400
442
$18.1K 0.01%
484
443
$18K 0.01%
438
444
$17.8K 0.01%
71
-54
445
$17K 0.01%
192
+1
446
$17K 0.01%
455
+210
447
$16.8K 0.01%
+670
448
$15.5K ﹤0.01%
653
-251
449
$15.2K ﹤0.01%
382
450
$15.2K ﹤0.01%
152
16 17
18
19 20