FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$977K
3
+$766K
4
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$621K
5
BME icon
BlackRock Health Sciences Trust
BME
+$618K

Top Sells

1
+$2.77M
2
+$705K
3
+$346K
4
WSBC icon
WesBanco
WSBC
+$345K
5
UPS icon
United Parcel Service
UPS
+$330K

Sector Composition

1 Technology 21.7%
2 Financials 9.38%
3 Consumer Discretionary 5.59%
4 Industrials 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23.8K 0.01%
257
+26
427
$22.9K 0.01%
1,001
+63
428
$22.9K 0.01%
475
+57
429
$22.8K 0.01%
400
430
$22.6K 0.01%
500
431
$21.7K ﹤0.01%
76
+22
432
$18.5K ﹤0.01%
1,088
+3
433
$18.5K ﹤0.01%
680
-709
434
$17.2K ﹤0.01%
144
-345
435
$16.5K ﹤0.01%
906
436
$15.7K ﹤0.01%
364
+6
437
$15.7K ﹤0.01%
670
438
$15.7K ﹤0.01%
158
-395
439
$15.7K ﹤0.01%
+326
440
$15.2K ﹤0.01%
120
441
$15.1K ﹤0.01%
317
442
$15K ﹤0.01%
128
-650
443
$14.9K ﹤0.01%
155
444
$14.2K ﹤0.01%
444
445
$14.1K ﹤0.01%
237
+23
446
$13.7K ﹤0.01%
71
447
$13K ﹤0.01%
115
448
$13K ﹤0.01%
106
-1,064
449
$12.8K ﹤0.01%
82
450
$12.2K ﹤0.01%
+125
16 17
18
19 20