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
$197M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.66M
3
+$1.64M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.4M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$4.1M
2
+$2.5M
3
+$2.05M
4
PM icon
Philip Morris
PM
+$1.89M
5
T icon
AT&T
T
+$1.55M

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
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