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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$60.3K 0.01%
764
+4
427
$59.5K 0.01%
728
+196
428
$58.2K 0.01%
2,393
+11
429
$58K 0.01%
341
430
$57.9K 0.01%
1,325
431
$57.8K 0.01%
1,269
+6
432
$56.6K 0.01%
1,006
+5
433
$56.6K 0.01%
259
-99
434
$56.5K 0.01%
624
+73
435
$54.6K 0.01%
1,070
-134
436
$53.9K 0.01%
658
+4
437
$53.2K 0.01%
1,728
+1,633
438
$51.8K 0.01%
500
439
$51.1K 0.01%
206
+100
440
$50.3K 0.01%
615
+86
441
$50.2K 0.01%
+1,000
442
$49.6K 0.01%
+1,325
443
$49.4K 0.01%
323
+1
444
$48.9K 0.01%
553
+396
445
$48.3K 0.01%
184
446
$47.9K 0.01%
526
-16
447
$46.4K 0.01%
606
+60
448
$45.9K 0.01%
703
+3
449
$45.6K 0.01%
751
450
$44.7K 0.01%
349
+296
16 17
18
19 20