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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
72
452
$3K ﹤0.01%
75
453
$3K ﹤0.01%
75
454
$3K ﹤0.01%
36
455
$3K ﹤0.01%
71
-582
456
$3K ﹤0.01%
20
-951
457
$2K ﹤0.01%
120
458
$2K ﹤0.01%
136
-11,082
459
$2K ﹤0.01%
43
460
$2K ﹤0.01%
40
-91
461
$2K ﹤0.01%
33
462
$2K ﹤0.01%
100
463
$2K ﹤0.01%
126
-549
464
$2K ﹤0.01%
18
465
$2K ﹤0.01%
48
466
$2K ﹤0.01%
+42
467
$2K ﹤0.01%
160
+17
468
$1K ﹤0.01%
33
469
$1K ﹤0.01%
90
470
$1K ﹤0.01%
15
-300
471
$1K ﹤0.01%
27
472
$1K ﹤0.01%
23
473
– –
-27,444
474
– –
-2,000
475
– –
-10
17 18
19
20 21