FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $44.6K | 0.01% | 780 | – | – | |||
| $44.5K | 0.01% | 779 +11 | +1% | +$629 | |||
| $44.5K | 0.01% | 2,500 | New | +$44.5K | |||
| $43.9K | 0.01% | 1,248 | – | – | |||
| $43.5K | 0.01% | 1,750 | – | – | |||
| $43.4K | 0.01% | 698 +1 | +0.1% | +$62 | |||
| $43.4K | 0.01% | 2,047 -1,468 | -42% | -$31.1K | |||
| $42.5K | 0.01% | 509 +1 | +0.2% | +$84 | |||
| $40.5K | 0.01% | 898 +5 | +0.6% | +$225 | |||
| $39.3K | 0.01% | 659 | – | – | |||
| $39.2K | 0.01% | 512 -17 | -3% | -$1.3K | |||
| $37.3K | 0.01% | 743 -24 | -3% | -$1.21K | |||
| $37.2K | 0.01% | 1,389 | – | – | |||
| $36.6K | 0.01% | 294 | – | – | |||
| $36.6K | 0.01% | 562 | – | – | |||
| $36.4K | 0.01% | 2,223 -338 | -13% | -$5.53K | |||
| $36K | 0.01% | 307 +50 | +19% | +$5.87K | |||
| $34.5K | 0.01% | 1,700 | New | +$34.5K | |||
| $34.1K | 0.01% | 358 | – | – | |||
| $32.7K | 0.01% | 233 | – | – | |||
| $32.1K | 0.01% | 611 +391 | +178% | +$20.5K | |||
| $31K | 0.01% | 603 +4 | +0.7% | +$206 | |||
| $30.9K | 0.01% | 300 | – | – | |||
| $30.2K | 0.01% | 1,497 +11 | +0.7% | +$222 | |||
| $29.4K | 0.01% | 687 +492 | +252% | +$21K |
