FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.13M
3
+$1.55M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.35M
5
O icon
Realty Income
O
+$1.21M

Top Sells

1
+$3.7M
2
+$2.43M
3
+$1.83M
4
MO icon
Altria Group
MO
+$1.65M
5
T icon
AT&T
T
+$1.63M

Sector Composition

1 Technology 17.77%
2 Financials 11.05%
3 Consumer Discretionary 7.99%
4 Healthcare 7.02%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
117
-380
452
$6K ﹤0.01%
95
453
$6K ﹤0.01%
139
-4
454
$6K ﹤0.01%
190
455
$6K ﹤0.01%
+159
456
$5K ﹤0.01%
+197
457
$5K ﹤0.01%
+808
458
$5K ﹤0.01%
+77
459
$5K ﹤0.01%
+70
460
$5K ﹤0.01%
+91
461
$5K ﹤0.01%
31
462
$4K ﹤0.01%
+107
463
$4K ﹤0.01%
73
-97
464
$4K ﹤0.01%
+97
465
$4K ﹤0.01%
52
466
$4K ﹤0.01%
72
467
$4K ﹤0.01%
75
-175
468
$4K ﹤0.01%
26
469
$4K ﹤0.01%
+115
470
$4K ﹤0.01%
138
471
$4K ﹤0.01%
61
472
$4K ﹤0.01%
53
-1,049
473
$4K ﹤0.01%
+400
474
$3K ﹤0.01%
+66
475
$3K ﹤0.01%
+75
17 18
19
20 21